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Cromwell Holdings’s Prudential PUK Stock Holding History

Cromwell Holdings’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
2025
Q1 		– Sell
-403
Closed -$6.42K – 826
2024
Q4 		$6.42K Buy
+403
New +$6.75K ﹤0.01% 612
2024
Q3 		– Sell
-2,738
Closed -$50.2K – 627
2024
Q2 		$50.2K Buy
+2,738
New +$51.6K 0.03% 439

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cromwell Holdings's PUK Position: Q1 2025 in Review

Cromwell Holdings sold out of Prudential (PUK) in Q1 2025, closing a stake of 403 shares — an estimated $6.42K sold.

Cromwell Holdings first reported a position in PUK in Q2 2024 and held it in 2 quarters. The position peaked at $50.2K in Q2 2024. 193 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

  • Cromwell Holdings reported no remaining Prudential position as of Q1 2025 after selling out during the quarter.
  • Cromwell Holdings sold 403 Prudential shares in Q1 2025, an estimated $6.42K.
  • Cromwell Holdings first reported a position in Prudential in Q2 2024 and held it in 2 quarters.
  • Cromwell Holdings's Prudential position peaked at $50.2K in Q2 2024.
  • 193 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on Cromwell Holdings's 13F filing for Q1 2025, filed 1 May 2025.