CoreFirst Bank & Trust’s Prudential PUK Stock Holding History

CoreFirst Bank & 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
2024 Q1	–	Sell	-119	Closed	-$2.67K	–	363
2023 Q4	$2.67K	Hold	119	–	–	﹤0.01%	356
2023 Q3	$2.61K	Buy	+119	New	+$3.01K	﹤0.01%	376

Other funds holding PUK

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

CoreFirst Bank & Trust's PUK Position: Q1 2024 in Review

CoreFirst Bank & Trust sold out of Prudential (PUK) in Q1 2024, closing a stake of 119 shares — an estimated $2.67K sold.

CoreFirst Bank & Trust first reported a position in PUK in Q3 2023 and held it in 2 quarters. The position peaked at $2.67K in Q4 2023. 178 funds tracked by Wall St. Rank hold PUK as of Q1 2024.

CoreFirst Bank & Trust reported no remaining Prudential position as of Q1 2024 after selling out during the quarter.
CoreFirst Bank & Trust sold 119 Prudential shares in Q1 2024, an estimated $2.67K.
CoreFirst Bank & Trust first reported a position in Prudential in Q3 2023 and held it in 2 quarters.
CoreFirst Bank & Trust's Prudential position peaked at $2.67K in Q4 2023.
178 funds tracked by Wall St. Rank held Prudential as of Q1 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2024, filed 15 May 2024.