FORA Capital’s Prudential PUK Stock Holding History

FORA Capital’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
2023 Q4	–	Sell	-11,047	Closed	-$242K	–	601
2023 Q3	$242K	Buy	+11,047	New	+$279K	0.02%	409
2020 Q4	–	Sell	-1,795	Closed	-$50K	–	1098
2020 Q3	$50K	Buy	1,795 +75	+4%	+$2.24K	0.03%	437
2020 Q2	$51K	Buy	+1,720	New	+$45.5K	0.02%	642

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FORA Capital's PUK Position: Q4 2023 in Review

FORA Capital sold out of Prudential (PUK) in Q4 2023, closing a stake of 11,047 shares — an estimated $242K sold.

FORA Capital first reported a position in PUK in Q2 2020 and held it in 3 quarters. The position peaked at $242K in Q3 2023. 189 funds tracked by Wall St. Rank hold PUK as of Q4 2023.

FORA Capital reported no remaining Prudential position as of Q4 2023 after selling out during the quarter.
FORA Capital sold 11,047 Prudential shares in Q4 2023, an estimated $242K.
FORA Capital first reported a position in Prudential in Q2 2020 and held it in 3 quarters.
FORA Capital's Prudential position peaked at $242K in Q3 2023.
189 funds tracked by Wall St. Rank held Prudential as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.