Azimuth Capital Management’s Prudential PUK Stock Holding History

Azimuth Capital Management’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-58,507	Closed	-$2.49M	–	280
2019 Q2	$2.49M	Buy	58,507 +1,108	+2%	+$46.1K	0.17%	162
2019 Q1	$2.24M	Buy	57,399 +24,935	+77%	+$963K	0.15%	164
2018 Q4	$1.11M	Sell	32,464 -107,463	-77%	-$4.11M	0.09%	192
2018 Q3	$6.23M	Buy	139,927 +639	+0.5%	+$28.3K	0.42%	88
2018 Q2	$6.17M	Buy	139,288 +3,356	+2%	+$164K	0.44%	83
2018 Q1	$6.74M	Buy	135,932 +34,105	+33%	+$1.72M	0.5%	78
2017 Q4	$5.01M	Buy	101,827 +5,006	+5%	+$238K	0.36%	99
2017 Q3	$4.5M	Buy	96,821 +4,980	+5%	+$228K	0.34%	101
2017 Q2	$4.1M	Buy	91,841 +50,369	+121%	+$2.18M	0.32%	103
2017 Q1	$1.7M	Buy	+41,472	New	+$1.63M	0.14%	170

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Azimuth Capital Management's PUK Position: Q3 2019 in Review

Azimuth Capital Management sold out of Prudential (PUK) in Q3 2019, closing a stake of 58,507 shares — an estimated $2.49M sold.

Azimuth Capital Management first reported a position in PUK in Q1 2017 and held it in 10 quarters. The position peaked at $6.74M in Q1 2018. 197 funds tracked by Wall St. Rank hold PUK as of Q3 2019.

Azimuth Capital Management reported no remaining Prudential position as of Q3 2019 after selling out during the quarter.
Azimuth Capital Management sold 58,507 Prudential shares in Q3 2019, an estimated $2.49M.
Azimuth Capital Management first reported a position in Prudential in Q1 2017 and held it in 10 quarters.
Azimuth Capital Management's Prudential position peaked at $6.74M in Q1 2018.
197 funds tracked by Wall St. Rank held Prudential as of Q3 2019.

Based on Azimuth Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.