Perkins Coie Trust Company’s Prudential PUK Stock Holding History

Perkins Coie Trust Company’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
2023 Q4	–	Sell	-29	Closed	-$635	–	517
2023 Q3	$635	Buy	+29	New	+$733	﹤0.01%	493

Other funds holding PUK

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Perkins Coie Trust Company's PUK Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of Prudential (PUK) in Q4 2023, closing a stake of 29 shares — an estimated $635 sold.

Perkins Coie Trust Company first reported a position in PUK in Q3 2023 and held it in 1 quarter. The position peaked at $635 in Q3 2023. 189 funds tracked by Wall St. Rank hold PUK as of Q4 2023.

Perkins Coie Trust Company reported no remaining Prudential position as of Q4 2023 after selling out during the quarter.
Perkins Coie Trust Company sold 29 Prudential shares in Q4 2023, an estimated $635.
Perkins Coie Trust Company first reported a position in Prudential in Q3 2023 and held it in 1 quarter.
Perkins Coie Trust Company's Prudential position peaked at $635 in Q3 2023.
189 funds tracked by Wall St. Rank held Prudential as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.