Zeke Capital Advisors’s Prudential Financial PRU Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$265K	Buy	+2,663	New	+$270K	0.02%	367
2022 Q3	–	Sell	-2,305	Closed	-$220K	–	492
2022 Q2	$220K	Buy	+2,305	New	+$244K	0.01%	419
2018 Q4	–	Sell	-9,675	Closed	-$980K	–	626
2018 Q3	$980K	Buy	9,675 +195	+2%	+$19.2K	0.08%	250
2018 Q2	$886K	Sell	9,480 -1,669	-15%	-$169K	0.08%	206
2018 Q1	$1.15M	Buy	11,149 +2,693	+32%	+$304K	0.11%	169
2017 Q4	$972K	Buy	8,456 +2,890	+52%	+$324K	0.1%	163
2017 Q3	$592K	Sell	5,566 -91	-2%	-$9.73K	0.08%	191
2017 Q2	$612K	Buy	5,657 +545	+11%	+$57.9K	0.12%	112
2017 Q1	$545K	Buy	5,112 +1,257	+33%	+$136K	0.11%	108
2016 Q4	$401K	Buy	+3,855	New	+$366K	0.11%	102

Other funds holding PRU

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

Zeke Capital Advisors's PRU Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Prudential Financial (PRU) in Q4 2022: 2,663 shares worth $265K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in PRU as recently as Q2 2022.

Zeke Capital Advisors first reported a position in PRU in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2018. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

Zeke Capital Advisors held 2,663 shares of Prudential Financial worth $265K as of Q4 2022.
Prudential Financial was a new Zeke Capital Advisors position in Q4 2022.
Prudential Financial made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #367 holding.
Zeke Capital Advisors first reported a position in Prudential Financial in Q4 2016 and has held it in 10 quarters since.
Zeke Capital Advisors's Prudential Financial position peaked at $1.15M in Q1 2018.
1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.