WI
PRU icon

Wintrust Investments’s Prudential Financial PRU Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-639
Closed -$77K – 494
2024
Q3 		$77K Sell
639
-7,512
-92% -$888K 0.06% 247
2024
Q2 		$955K Sell
8,151
-187
-2% -$21.6K 0.08% 200
2024
Q1 		$979K Sell
8,338
-284
-3% -$30.6K 0.09% 192
2023
Q4 		$894K Sell
8,622
-297
-3% -$28.5K 0.09% 187
2023
Q3 		$846K Sell
8,919
-258
-3% -$24.4K 0.09% 187
2023
Q2 		$810K Sell
9,177
-3,004
-25% -$251K 0.08% 197
2023
Q1 		$1.01M Sell
12,181
-97
-0.8% -$9.26K 0.13% 132
2022
Q4 		$1.22M Sell
12,278
-220
-2% -$22.3K 0.16% 122
2022
Q3 		$1.07M Buy
12,498
+234
+2% +$22.5K 0.13% 140
2022
Q2 		$1.17M Sell
12,264
-603
-5% -$63.8K 0.14% 136
2022
Q1 		$1.52M Sell
12,867
-1,858
-13% -$211K 0.15% 125
2021
Q4 		$1.59M Sell
14,725
-395
-3% -$42.9K 0.15% 123
2021
Q3 		$1.59M Sell
15,120
-860
-5% -$88.6K 0.21% 86
2021
Q2 		$1.64M Sell
15,980
-1,083
-6% -$111K 0.17% 117
2021
Q1 		$1.55M Buy
+17,063
New +$1.46M 0.16% 128
2020
Q4 		– Sell
-15,859
Closed -$1.01M – 311
2020
Q3 		$1.01M Buy
15,859
+2,494
+19% +$164K 0.14% 130
2020
Q2 		$814K Buy
+13,365
New +$785K 0.11% 141
2019
Q3 		– Sell
-2,223
Closed -$225K – 378
2019
Q2 		$225K Buy
+2,223
New +$222K 0.03% 333
2018
Q2 		– Sell
-2,172
Closed -$225K – 361
2018
Q1 		$225K Sell
2,172
-1,092
-33% -$123K 0.06% 234
2017
Q4 		$375K Buy
3,264
+3
+0.1% +$337 0.09% 200
2017
Q3 		$347K Buy
3,261
+7
+0.2% +$748 0.09% 202
2017
Q2 		$352K Buy
3,254
+494
+18% +$52.4K 0.09% 209
2017
Q1 		$294K Buy
+2,760
New +$298K 0.08% 233

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wintrust Investments's PRU Position: Q4 2024 in Review

Wintrust Investments sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 639 shares — an estimated $77K sold.

Wintrust Investments first reported a position in PRU in Q1 2017 and held it in 23 quarters. The position peaked at $1.64M in Q2 2021. 1,375 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Wintrust Investments reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 639 Prudential Financial shares in Q4 2024, an estimated $77K.
  • Wintrust Investments first reported a position in Prudential Financial in Q1 2017 and held it in 23 quarters.
  • Wintrust Investments's Prudential Financial position peaked at $1.64M in Q2 2021.
  • 1,375 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.