Prudential Financial shares owned by Heritage Trust
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Prudential Financial
Tip: Access up to 7 years of quarterly data
All positions including Prudential Financial held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Prudential Financial by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $615k | 5.2k | 117.40 |
| 2023-12-31 | $543k | 5.2k | 103.71 |
| 2023-09-30 | $510k | 5.4k | 94.89 |
| 2023-06-30 | $481k | 5.4k | 88.22 |
| 2023-03-31 | $451k | 5.5k | 82.74 |
| 2022-12-31 | $543k | 5.5k | 99.46 |
| 2022-09-30 | $478k | 5.6k | 85.89 |
| 2022-06-30 | $529k | 5.5k | 95.61 |
| 2022-03-31 | $654k | 5.5k | 118.20 |
| 2021-12-31 | $602k | 5.6k | 108.29 |
| 2021-09-30 | $600k | 5.7k | 105.26 |
| 2021-06-30 | $587k | 5.7k | 102.48 |
| 2021-03-31 | $529k | 5.8k | 91.02 |
| 2020-12-31 | $454k | 5.8k | 78.11 |
| 2020-09-30 | $465k | 7.3k | 63.64 |
| 2020-06-30 | $449k | 7.4k | 60.84 |
| 2020-03-31 | $405k | 7.7k | 52.45 |
| 2019-12-31 | $783k | 8.4k | 93.66 |
| 2019-09-30 | $753k | 8.4k | 89.99 |
| 2019-06-30 | $1.7M | 17k | 100.98 |
| 2019-03-31 | $1.6M | 17k | 91.86 |
| 2018-12-31 | $904k | 11k | 81.51 |
| 2018-09-30 | $1.1M | 11k | 101.30 |
| 2018-06-30 | $989k | 11k | 93.55 |
| 2018-03-31 | $1.1M | 10k | 103.55 |
| 2017-12-31 | $1.3M | 11k | 114.95 |
| 2017-09-30 | $1.2M | 11k | 106.36 |
| 2017-06-30 | $1.3M | 12k | 108.11 |
| 2017-03-31 | $1.5M | 15k | 106.69 |