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Winton Group’s Prudential Financial PRU Stock Holding History

Winton Group’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
Q4 		– Sell
-2,150
Closed -$204K – 838
2023
Q3 		$204K Buy
+2,150
New +$203K 0.02% 656
2022
Q3 		– Sell
-3,794
Closed -$363K – 1061
2022
Q2 		$363K Buy
+3,794
New +$402K 0.02% 767
2019
Q4 		– Sell
-361,080
Closed -$32.5M – 1732
2019
Q3 		$32.5M Buy
361,080
+210,130
+139% +$19M 0.38% 80
2019
Q2 		$15.2M Buy
150,950
+25,013
+20% +$2.49M 0.3% 136
2019
Q1 		$11.6M Buy
125,937
+11,399
+10% +$1.05M 0.23% 166
2018
Q4 		$9.34M Buy
114,538
+55,556
+94% +$5.12M 0.2% 218
2018
Q3 		$5.98M Buy
58,982
+54,984
+1,375% +$5.42M 0.13% 261
2018
Q2 		$374K Sell
3,998
-709
-15% -$71.6K 0.01% 740
2018
Q1 		$487K Sell
4,707
-315
-6% -$35.5K 0.01% 793
2017
Q4 		$577K Sell
5,022
-5,957
-54% -$669K 0.02% 460
2017
Q3 		$1.17M Sell
10,979
-17,082
-61% -$1.83M 0.04% 389
2017
Q2 		$3.04M Sell
28,061
-130,057
-82% -$13.8M 0.09% 228
2017
Q1 		$16.9M Sell
158,118
-26,645
-14% -$2.88M 0.46% 73
2016
Q4 		$19.2M Sell
184,763
-178,817
-49% -$17M 0.63% 44
2016
Q3 		$29.7M Sell
363,580
-308,899
-46% -$23.7M 0.51% 63
2016
Q2 		$48M Sell
672,479
-231,341
-26% -$17.5M 0.79% 27
2016
Q1 		$65.3M Buy
903,820
+793,131
+717% +$55.3M 0.71% 30
2015
Q4 		$9.01M Buy
+110,689
New +$9.15M 0.08% 257
2015
Q3 		– Sell
-74,378
Closed -$6.51M – 395
2015
Q2 		$6.51M Sell
74,378
-199,781
-73% -$17M 0.06% 303
2015
Q1 		$22M Buy
274,159
+148,580
+118% +$12M 0.18% 210
2014
Q4 		$11.4M Buy
+125,579
New +$10.8M 0.14% 242

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Winton Group's PRU Position: Q4 2023 in Review

Winton Group sold out of Prudential Financial (PRU) in Q4 2023, closing a stake of 2,150 shares — an estimated $204K sold.

Winton Group first reported a position in PRU in Q4 2014 and held it in 21 quarters. The position peaked at $65.3M in Q1 2016. 1,233 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

  • Winton Group reported no remaining Prudential Financial position as of Q4 2023 after selling out during the quarter.
  • Winton Group sold 2,150 Prudential Financial shares in Q4 2023, an estimated $204K.
  • Winton Group first reported a position in Prudential Financial in Q4 2014 and held it in 21 quarters.
  • Winton Group's Prudential Financial position peaked at $65.3M in Q1 2016.
  • 1,233 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on Winton Group's 13F filing for Q4 2023, filed 12 Feb 2024.