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Bartlett & Co’s Prudential PUK Stock Holding History

Bartlett & Co’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
2021
Q3 		– Sell
-34
Closed -$1K – 1037
2021
Q2 		$1K Hold
34
– – ﹤0.01% 948
2021
Q1 		$1K Hold
34
– – ﹤0.01% 973
2020
Q4 		$1K Buy
+34
New +$1.04K ﹤0.01% 1049
2019
Q2 		– Sell
-49
Closed -$2K – 777
2019
Q1 		$2K Buy
+49
New +$1.89K ﹤0.01% 652

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Bartlett & Co's PUK Position: Q3 2021 in Review

Bartlett & Co sold out of Prudential (PUK) in Q3 2021, closing a stake of 34 shares — an estimated $1K sold.

Bartlett & Co first reported a position in PUK in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 173 funds tracked by Wall St. Rank hold PUK as of Q3 2021.

  • Bartlett & Co reported no remaining Prudential position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co sold 34 Prudential shares in Q3 2021, an estimated $1K.
  • Bartlett & Co first reported a position in Prudential in Q1 2019 and held it in 4 quarters.
  • Bartlett & Co's Prudential position peaked at $2K in Q1 2019.
  • 173 funds tracked by Wall St. Rank held Prudential as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.