Mackenzie Financial
PUK icon

Mackenzie Financial’s Prudential PUK Stock Holding History

Mackenzie Financial’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
2019
Q4 		– Sell
-9,795
Closed -$346K – 1141
2019
Q3 		$346K Buy
9,795
+4,228
+76% +$157K ﹤0.01% 875
2019
Q2 		$237K Buy
+5,567
New +$232K ﹤0.01% 1006

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Renaissance Technologies
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PPA
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Dimensional Fund Advisors
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wells Fargo
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Mackenzie Financial's PUK Position: Q4 2019 in Review

Mackenzie Financial sold out of Prudential (PUK) in Q4 2019, closing a stake of 9,795 shares — an estimated $346K sold.

Mackenzie Financial first reported a position in PUK in Q2 2019 and held it in 2 quarters. The position peaked at $346K in Q3 2019. 190 funds tracked by Wall St. Rank hold PUK as of Q4 2019.

  • Mackenzie Financial reported no remaining Prudential position as of Q4 2019 after selling out during the quarter.
  • Mackenzie Financial sold 9,795 Prudential shares in Q4 2019, an estimated $346K.
  • Mackenzie Financial first reported a position in Prudential in Q2 2019 and held it in 2 quarters.
  • Mackenzie Financial's Prudential position peaked at $346K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held Prudential as of Q4 2019.

Based on Mackenzie Financial's 13F filing for Q4 2019, filed 13 Feb 2020.