Lenox Wealth Management’s Prudential PUK Stock Holding History

Lenox Wealth 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
2020 Q2	$9K	Sell	333 -215	-39%	-$5.69K	﹤0.01%	451
2020 Q1	$13K	Buy	548 +403	+278%	+$12.8K	﹤0.01%	362
2019 Q4	$5K	Buy	+145	New	+$5.12K	﹤0.01%	539
2019 Q3	–	Sell	-107	Closed	-$4K	–	722
2019 Q2	$4K	Buy	107 +5	+5%	+$208	﹤0.01%	540
2019 Q1	$4K	Buy	102 +61	+149%	+$2.35K	﹤0.01%	543
2018 Q4	$1K	Buy	+41	New	+$1.57K	﹤0.01%	615

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

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

PPA

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

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

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

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

Lenox Wealth Management's PUK Position: Q2 2020 in Review

Lenox Wealth Management reduced its Prudential (PUK) stake by 39% in Q2 2020, selling an estimated $5.69K and leaving 333 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Lenox Wealth Management first reported a position in PUK in Q4 2018 and has held it in 6 quarters since. The position peaked at $13K in Q1 2020. 178 funds tracked by Wall St. Rank hold PUK as of Q2 2020.

Lenox Wealth Management held 333 shares of Prudential worth $9K as of Q2 2020.
Lenox Wealth Management sold 215 Prudential shares in Q2 2020, an estimated $5.69K.
Prudential made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #451 holding.
Lenox Wealth Management first reported a position in Prudential in Q4 2018 and has held it in 6 quarters since.
Lenox Wealth Management's Prudential position peaked at $13K in Q1 2020.
178 funds tracked by Wall St. Rank held Prudential as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.