Gofen & Glossberg’s Prudential PUK Stock Holding History

Gofen & Glossberg’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
2021 Q4	–	Sell	-5,456	Closed	-$214K	–	634
2021 Q3	$214K	Buy	+5,456	New	+$211K	0.01%	540

Other funds holding PUK

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Gofen & Glossberg's PUK Position: Q4 2021 in Review

Gofen & Glossberg sold out of Prudential (PUK) in Q4 2021, closing a stake of 5,456 shares — an estimated $214K sold.

Gofen & Glossberg first reported a position in PUK in Q3 2021 and held it in 1 quarter. The position peaked at $214K in Q3 2021. 186 funds tracked by Wall St. Rank hold PUK as of Q4 2021.

Gofen & Glossberg reported no remaining Prudential position as of Q4 2021 after selling out during the quarter.
Gofen & Glossberg sold 5,456 Prudential shares in Q4 2021, an estimated $214K.
Gofen & Glossberg first reported a position in Prudential in Q3 2021 and held it in 1 quarter.
Gofen & Glossberg's Prudential position peaked at $214K in Q3 2021.
186 funds tracked by Wall St. Rank held Prudential as of Q4 2021.

Based on Gofen & Glossberg's 13F filing for Q4 2021, filed 25 Jan 2022.