Cambridge Trust’s Prudential PUK Stock Holding History

Cambridge Trust’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 Q1	–	Sell	-108	Closed	-$4K	–	1113
2021 Q4	$4K	Buy	+108	New	+$4.1K	﹤0.01%	912

Other funds holding PUK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PPA

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

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

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

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

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

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

Cambridge Trust's PUK Position: Q1 2022 in Review

Cambridge Trust sold out of Prudential (PUK) in Q1 2022, closing a stake of 108 shares — an estimated $4K sold.

Cambridge Trust first reported a position in PUK in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 171 funds tracked by Wall St. Rank hold PUK as of Q1 2022.

Cambridge Trust reported no remaining Prudential position as of Q1 2022 after selling out during the quarter.
Cambridge Trust sold 108 Prudential shares in Q1 2022, an estimated $4K.
Cambridge Trust first reported a position in Prudential in Q4 2021 and held it in 1 quarter.
Cambridge Trust's Prudential position peaked at $4K in Q4 2021.
171 funds tracked by Wall St. Rank held Prudential as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.