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Barometer Capital Management’s Prudential PUK Stock Holding History

Barometer 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
2025
Q2 		– Sell
-14,600
Closed -$314K – 205
2025
Q1 		$314K Sell
14,600
-7,500
-34% -$134K 0.12% 84
2024
Q4 		$378K Buy
22,100
+11,400
+107% +$191K 0.15% 78
2024
Q3 		$198K Hold
10,700
– – 0.06% 114
2024
Q2 		$196K Buy
+10,700
New +$202K 0.08% 113

Other funds holding PUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Barometer Capital Management's PUK Position: Q2 2025 in Review

Barometer Capital Management sold out of Prudential (PUK) in Q2 2025, closing a stake of 14,600 shares — an estimated $314K sold.

Barometer Capital Management first reported a position in PUK in Q2 2024 and held it in 4 quarters. The position peaked at $378K in Q4 2024. 205 funds tracked by Wall St. Rank hold PUK as of Q2 2025.

  • Barometer Capital Management reported no remaining Prudential position as of Q2 2025 after selling out during the quarter.
  • Barometer Capital Management sold 14,600 Prudential shares in Q2 2025, an estimated $314K.
  • Barometer Capital Management first reported a position in Prudential in Q2 2024 and held it in 4 quarters.
  • Barometer Capital Management's Prudential position peaked at $378K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Prudential as of Q2 2025.

Based on Barometer Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.