Nachman Norwood & Parrott’s Prudential PUK Stock Holding History

Nachman Norwood & Parrott’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 Q4	–	Sell	-540	Closed	-$15K	–	835
2020 Q3	$15K	Buy	+540	New	+$16.2K	﹤0.01%	680

Other funds holding PUK

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Nachman Norwood & Parrott's PUK Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Prudential (PUK) in Q4 2020, closing a stake of 540 shares — an estimated $15K sold.

Nachman Norwood & Parrott first reported a position in PUK in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 176 funds tracked by Wall St. Rank hold PUK as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Prudential position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 540 Prudential shares in Q4 2020, an estimated $15K.
Nachman Norwood & Parrott first reported a position in Prudential in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Prudential position peaked at $15K in Q3 2020.
176 funds tracked by Wall St. Rank held Prudential as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.