HDIM
PUK icon

Hanson & Doremus Investment Management’s Prudential PUK Stock Holding History

Hanson & Doremus Investment Management’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
2022
Q4 		– Sell
-485
Closed -$10K – 557
2022
Q3 		$10K Hold
485
– – ﹤0.01% 442
2022
Q2 		$12K Hold
485
– – ﹤0.01% 430
2022
Q1 		$14K Buy
+485
New +$15.5K ﹤0.01% 431

Other funds holding PUK

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hanson & Doremus Investment Management's PUK Position: Q4 2022 in Review

Hanson & Doremus Investment Management sold out of Prudential (PUK) in Q4 2022, closing a stake of 485 shares — an estimated $10K sold.

Hanson & Doremus Investment Management first reported a position in PUK in Q1 2022 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 165 funds tracked by Wall St. Rank hold PUK as of Q4 2022.

  • Hanson & Doremus Investment Management reported no remaining Prudential position as of Q4 2022 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 485 Prudential shares in Q4 2022, an estimated $10K.
  • Hanson & Doremus Investment Management first reported a position in Prudential in Q1 2022 and held it in 3 quarters.
  • Hanson & Doremus Investment Management's Prudential position peaked at $14K in Q1 2022.
  • 165 funds tracked by Wall St. Rank held Prudential as of Q4 2022.

Based on Hanson & Doremus Investment Management's 13F filing for Q4 2022, filed 18 Jan 2023.