Bedel Financial Consulting’s Prudential PUK Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-400	Closed	-$12K	–	709
2022 Q1	$12K	Hold	400	–	–	﹤0.01%	629
2021 Q4	$14K	Hold	400	–	–	﹤0.01%	632
2021 Q3	$16K	Sell	400 -12	-3%	-$464	0.01%	588
2021 Q2	$15K	Hold	412	–	–	0.01%	604
2021 Q1	$17K	Hold	412	–	–	0.01%	549
2020 Q4	$15K	Hold	412	–	–	0.01%	496
2020 Q3	$11K	Hold	412	–	–	0.01%	506
2020 Q2	$12K	Hold	412	–	–	0.01%	467
2020 Q1	$10K	Hold	412	–	–	0.01%	478
2019 Q4	$15K	Hold	412	–	–	0.01%	439
2019 Q3	$15K	Hold	412	–	–	0.01%	424
2019 Q2	$18K	Hold	412	–	–	0.01%	407
2019 Q1	$16K	Hold	412	–	–	0.01%	417
2018 Q4	$14K	Hold	412	–	–	0.01%	410
2018 Q3	$16K	Hold	412	–	–	0.01%	414
2018 Q2	$18K	Hold	412	–	–	0.01%	393
2018 Q1	$20K	Buy	+412	New	+$20.8K	0.02%	386

Other funds holding PUK

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CCM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bedel Financial Consulting's PUK Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Prudential (PUK) in Q2 2022, closing a stake of 400 shares — an estimated $12K sold.

Bedel Financial Consulting first reported a position in PUK in Q1 2018 and held it in 17 quarters. The position peaked at $20K in Q1 2018. 167 funds tracked by Wall St. Rank hold PUK as of Q2 2022.

Bedel Financial Consulting reported no remaining Prudential position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 400 Prudential shares in Q2 2022, an estimated $12K.
Bedel Financial Consulting first reported a position in Prudential in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Prudential position peaked at $20K in Q1 2018.
167 funds tracked by Wall St. Rank held Prudential as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.