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VitalStone Financial’s Prudential Financial PRU Stock Holding History

VitalStone Financial’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
2024
Q3 		$46.2K Buy
382
+5
+1% +$591 0.03% 177
2024
Q2 		$44.2K Buy
377
+4
+1% +$462 0.03% 172
2024
Q1 		$44K Hold
373
– – 0.03% 179
2023
Q4 		$39K Hold
373
– – 0.03% 175
2023
Q3 		$34K Hold
373
– – 0.03% 154
2023
Q2 		$31K Buy
+373
New +$31.2K 0.02% 431
2023
Q1 		– Sell
-373
Closed -$37K – 472
2022
Q4 		$37K Buy
+373
New +$37.8K 0.03% 198

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VitalStone Financial's PRU Position: Q3 2024 in Review

VitalStone Financial increased its Prudential Financial (PRU) stake by 1.3% in Q3 2024, buying an estimated $591 and bringing the position to 382 shares worth $46.2K. The position accounts for 0.03% of the portfolio, ranked #177.

VitalStone Financial first reported a position in PRU in Q4 2022 and has held it in 7 quarters since. 1,300 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • VitalStone Financial held 382 shares of Prudential Financial worth $46.2K as of Q3 2024.
  • VitalStone Financial bought 5 Prudential Financial shares in Q3 2024, an estimated $591.
  • Prudential Financial made up 0.03% of VitalStone Financial's portfolio in Q3 2024, its #177 holding.
  • VitalStone Financial first reported a position in Prudential Financial in Q4 2022 and has held it in 7 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.