Connor, Clark & Lunn Investment Management (CC&L)’s Prudential PUK Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2026 Q1	$12.2M	Sell	430,669 -360,747	-46%	-$11.1M	0.03%	429
2025 Q4	$24.6M	Buy	+791,416	New	+$22.7M	0.06%	247
2022 Q4	–	Sell	-12,682	Closed	-$253K	–	1384
2022 Q3	$253K	Buy	+12,682	New	+$291K	﹤0.01%	950
2019 Q4	–	Sell	-209,009	Closed	-$7.38M	–	1059
2019 Q3	$7.38M	Buy	209,009 +121,013	+138%	+$4.5M	0.05%	208
2019 Q2	$3.74M	Buy	+87,996	New	+$3.66M	0.02%	331
2019 Q1	–	Sell	-13,648	Closed	-$468K	–	1013
2018 Q4	$468K	Sell	13,648 -6,805	-33%	-$260K	﹤0.01%	709
2018 Q3	$910K	Buy	+20,453	New	+$905K	0.01%	582
2018 Q1	–	Sell	-61,035	Closed	-$3.01M	–	788
2017 Q4	$3.01M	Buy	+61,035	New	+$2.91M	0.02%	373
2017 Q3	–	Sell	-9,485	Closed	-$423K	–	893
2017 Q2	$423K	Buy	+9,485	New	+$410K	﹤0.01%	631
2014 Q2	–	Sell	-8,412	Closed	-$383K	–	615
2014 Q1	$383K	Sell	8,412 -10,619	-56%	-$453K	﹤0.01%	528
2013 Q4	$883K	Hold	19,031	–	–	0.01%	392
2013 Q3	$708K	Buy	+19,031	New	+$663K	0.01%	312

Other funds holding PUK

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s PUK Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Prudential (PUK) stake by 46% in Q1 2026, selling an estimated $11.1M and leaving 430,669 shares worth $12.2M. The position accounts for 0.03% of the portfolio, ranked #429.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PUK in Q3 2013 and has held it in 12 quarters since. The position peaked at $24.6M in Q4 2025. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 430,669 shares of Prudential worth $12.2M as of Q1 2026.
Connor, Clark & Lunn Investment Management (CC&L) sold 360,747 Prudential shares in Q1 2026, an estimated $11.1M.
Prudential made up 0.03% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #429 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Prudential in Q3 2013 and has held it in 12 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s Prudential position peaked at $24.6M in Q4 2025.
260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.