ZIMP
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Zimmermann Investment Management & Planning’s Prudential Financial PRU Stock Holding History

Zimmermann Investment Management & Planning’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
-2,401
Closed -$291K – 99
2024
Q3 		$291K Buy
2,401
+11
+0.5% +$1.3K 0.09% 115
2024
Q2 		$280K Sell
2,390
-36
-1% -$4.16K 0.09% 112
2024
Q1 		$285K Sell
2,426
-198
-8% -$21.3K 0.1% 113
2023
Q4 		$272K Buy
2,624
+11
+0.4% +$1.05K 0.11% 102
2023
Q3 		$248K Buy
2,613
+8
+0.3% +$757 0.12% 92
2023
Q2 		$230K Buy
2,605
+21
+0.8% +$1.76K 0.11% 99
2023
Q1 		$214K Buy
2,584
+216
+9% +$20.6K 0.11% 108
2022
Q4 		$235K Buy
2,368
+11
+0.5% +$1.11K 0.14% 86
2022
Q3 		$202K Buy
2,357
+10
+0.4% +$963 0.13% 89
2022
Q2 		$225K Buy
2,347
+15
+0.6% +$1.59K 0.15% 80
2022
Q1 		$276K Buy
2,332
+11
+0.5% +$1.25K 0.16% 72
2021
Q4 		$251K Buy
+2,321
New +$252K 0.14% 78

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zimmermann Investment Management & Planning's PRU Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 2,401 shares — an estimated $291K sold.

Zimmermann Investment Management & Planning first reported a position in PRU in Q4 2021 and held it in 12 quarters. The position peaked at $291K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,401 Prudential Financial shares in Q4 2024, an estimated $291K.
  • Zimmermann Investment Management & Planning first reported a position in Prudential Financial in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Prudential Financial position peaked at $291K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.