Ownership history in PRUDENTIAL FINANCIAL INC Β· 24 quarters on record
This page tracks every 13F SEC filing in which PRUDENTIAL FINANCIAL INC reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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 β3.8% annually on this VIG position. Timing score: 39% (9/23 decisions correct). Average cost basis: $189.11. Maximum drawdown during holding period: β20.2%.
β οΈ Trailed SPY by 3.8% ann. on this position.
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 23 add/trim decisions correct
Best entry: $92.93 (2020 Q1) Β· Worst: $203.03 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 12 trims. Bought during 4 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 0.72% 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.