BF
PUK icon

BOK Financial’s Prudential PUK Stock Holding History

BOK Financial’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
2024
Q3 		– Sell
-337
Closed -$6.17K – 1472
2024
Q2 		$6.17K Hold
337
– – ﹤0.01% 988
2024
Q1 		$6.4K Sell
337
-111
-25% -$2.29K ﹤0.01% 988
2023
Q4 		$10.1K Buy
448
+80
+22% +$1.75K ﹤0.01% 950
2023
Q3 		$7.71K Sell
368
-426
-54% -$10.8K ﹤0.01% 917
2023
Q2 		$22.5K Sell
794
-435
-35% -$12.5K ﹤0.01% 866
2023
Q1 		$33.6K Buy
+1,229
New +$36.9K ﹤0.01% 881
2022
Q1 		– Sell
-7,247
Closed -$250K – 1012
2021
Q4 		$250K Buy
7,247
+974
+16% +$37K ﹤0.01% 882
2021
Q3 		$246K Buy
+6,273
New +$243K ﹤0.01% 866
2021
Q1 		$234K Buy
+5,655
New +$215K ﹤0.01% 840
2016
Q1 		– Sell
-7,044
Closed -$308K – 876
2015
Q4 		$308K Buy
7,044
+1,424
+25% +$63.4K 0.01% 690
2015
Q3 		$230K Sell
5,620
-5,843
-51% -$260K 0.01% 747
2015
Q2 		$540K Buy
11,463
+2,715
+31% +$132K 0.02% 569
2015
Q1 		$424K Buy
+8,748
New +$416K 0.01% 586

Other funds holding PUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BOK Financial's PUK Position: Q3 2024 in Review

BOK Financial sold out of Prudential (PUK) in Q3 2024, closing a stake of 337 shares — an estimated $6.17K sold.

BOK Financial first reported a position in PUK in Q1 2015 and held it in 13 quarters. The position peaked at $540K in Q2 2015. 186 funds tracked by Wall St. Rank hold PUK as of Q3 2024.

  • BOK Financial reported no remaining Prudential position as of Q3 2024 after selling out during the quarter.
  • BOK Financial sold 337 Prudential shares in Q3 2024, an estimated $6.17K.
  • BOK Financial first reported a position in Prudential in Q1 2015 and held it in 13 quarters.
  • BOK Financial's Prudential position peaked at $540K in Q2 2015.
  • 186 funds tracked by Wall St. Rank held Prudential as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.