Mendota Financial Group’s Prudential PUK Stock Holding History

Mendota Financial Group’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
2025 Q1	–	Sell	-17	Closed	-$271	–	303
2024 Q4	$271	Sell	17 -9	-35%	-$151	﹤0.01%	345
2024 Q3	$483	Buy	26 +1	+4%	+$17	﹤0.01%	404
2024 Q2	$458	Buy	+25	New	+$471	﹤0.01%	325

Other funds holding PUK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Mendota Financial Group's PUK Position: Q1 2025 in Review

Mendota Financial Group sold out of Prudential (PUK) in Q1 2025, closing a stake of 17 shares — an estimated $271 sold.

Mendota Financial Group first reported a position in PUK in Q2 2024 and held it in 3 quarters. The position peaked at $483 in Q3 2024. 193 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

Mendota Financial Group reported no remaining Prudential position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 17 Prudential shares in Q1 2025, an estimated $271.
Mendota Financial Group first reported a position in Prudential in Q2 2024 and held it in 3 quarters.
Mendota Financial Group's Prudential position peaked at $483 in Q3 2024.
193 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.