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Financial Management Professionals’s Prudential PUK Stock Holding History

Financial Management Professionals’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
Q4 		– Sell
-130
Closed -$2K – 1036
2024
Q3 		$2K Buy
+130
New +$2.27K ﹤0.01% 756
2023
Q1 		– Sell
-493
Closed -$14K – 1115
2022
Q4 		$14K Buy
+493
New +$11.3K ﹤0.01% 441
2020
Q4 		– Sell
-26
Closed -$1K – 669
2020
Q3 		$1K Hold
26
– – ﹤0.01% 575
2020
Q2 		$1K Buy
+26
New +$688 ﹤0.01% 568

Other funds holding PUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Management Professionals's PUK Position: Q4 2024 in Review

Financial Management Professionals sold out of Prudential (PUK) in Q4 2024, closing a stake of 130 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in PUK in Q2 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2022. 168 funds tracked by Wall St. Rank hold PUK as of Q4 2024.

  • Financial Management Professionals reported no remaining Prudential position as of Q4 2024 after selling out during the quarter.
  • Financial Management Professionals sold 130 Prudential shares in Q4 2024, an estimated $2K.
  • Financial Management Professionals first reported a position in Prudential in Q2 2020 and held it in 4 quarters.
  • Financial Management Professionals's Prudential position peaked at $14K in Q4 2022.
  • 168 funds tracked by Wall St. Rank held Prudential as of Q4 2024.

Based on Financial Management Professionals's 13F filing for Q4 2024, filed 15 Jan 2025.