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VELA Investment Management’s Prudential Financial PRU Stock Holding History

VELA Investment Management’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,049
Closed -$403K – 141
2022
Q4 		$403K Hold
4,049
– – 0.2% 117
2022
Q3 		$348K Buy
4,049
+951
+31% +$91.5K 0.2% 116
2022
Q2 		$296K Buy
+3,098
New +$328K 0.17% 125

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VELA Investment Management's PRU Position: Q1 2023 in Review

VELA Investment Management sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 4,049 shares — an estimated $403K sold.

VELA Investment Management first reported a position in PRU in Q2 2022 and held it in 3 quarters. The position peaked at $403K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • VELA Investment Management reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • VELA Investment Management sold 4,049 Prudential Financial shares in Q1 2023, an estimated $403K.
  • VELA Investment Management first reported a position in Prudential Financial in Q2 2022 and held it in 3 quarters.
  • VELA Investment Management's Prudential Financial position peaked at $403K in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on VELA Investment Management's 13F filing for Q1 2023, filed 8 May 2023.