Ownership history in PRUDENTIAL FINANCIAL INC Β· 19 quarters on record
This page tracks every 13F SEC filing in which PRUDENTIAL FINANCIAL INC reported a position in ISHARES TR (IWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PRUDENTIAL FINANCIAL INC underperformed the S&P 500 by β5.4% annually on this IWR position. Timing score: 72% (13/18 decisions correct). Average cost basis: $67.57. Maximum drawdown during holding period: β24.3%.
β Significantly underperformed the S&P 500 by 5.4% ann.
18 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
13 of 18 add/trim decisions correct
Best entry: $59.16 (2022 Q3) Β· Worst: $81.90 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 9 trims. Bought during 3 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size