Otter Creek Advisors’s Prudential PUK Stock Holding History

Otter Creek Advisors’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	–	Sell	-46,395	Closed	-$1.11M	–	53
2020 Q1	$1.11M	Buy	+46,395	New	+$1.48M	1.21%	34

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

Otter Creek Advisors's PUK Position: Q2 2020 in Review

Otter Creek Advisors sold out of Prudential (PUK) in Q2 2020, closing a stake of 46,395 shares — an estimated $1.11M sold.

Otter Creek Advisors first reported a position in PUK in Q1 2020 and held it in 1 quarter. The position peaked at $1.11M in Q1 2020. 179 funds tracked by Wall St. Rank hold PUK as of Q2 2020.

Otter Creek Advisors reported no remaining Prudential position as of Q2 2020 after selling out during the quarter.
Otter Creek Advisors sold 46,395 Prudential shares in Q2 2020, an estimated $1.11M.
Otter Creek Advisors first reported a position in Prudential in Q1 2020 and held it in 1 quarter.
Otter Creek Advisors's Prudential position peaked at $1.11M in Q1 2020.
179 funds tracked by Wall St. Rank held Prudential as of Q2 2020.

Based on Otter Creek Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.