Zega Financial’s Prudential Financial PRU Stock Holding History

Zega 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	–	Sell	-2,202	Closed	-$258K	–	133
2024 Q2	$258K	Buy	2,202 +101	+5%	+$11.7K	0.05%	96
2024 Q1	$247K	Buy	+2,101	New	+$226K	0.08%	86

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zega Financial's PRU Position: Q3 2024 in Review

Zega Financial sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 2,202 shares — an estimated $258K sold.

Zega Financial first reported a position in PRU in Q1 2024 and held it in 2 quarters. The position peaked at $258K in Q2 2024. 1,300 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

Zega Financial reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
Zega Financial sold 2,202 Prudential Financial shares in Q3 2024, an estimated $258K.
Zega Financial first reported a position in Prudential Financial in Q1 2024 and held it in 2 quarters.
Zega Financial's Prudential Financial position peaked at $258K in Q2 2024.
1,300 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.