Prelude Capital Management’s Provident Financial Services PFS Stock Holding History

Prelude Capital Management’s Portfolio PFS Stock Details PFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-52,985	Closed	-$1.13M	–	1392
2022 Q4	$1.13M	Buy	52,985 +25,677	+94%	+$551K	0.06%	343
2022 Q3	$533K	Buy	+27,308	New	+$638K	0.02%	627
2020 Q2	–	Sell	-193	Closed	-$2K	–	2196
2020 Q1	$2K	Hold	193	–	–	﹤0.01%	1319
2019 Q4	$5K	Buy	+193	New	+$4.77K	﹤0.01%	1775
2014 Q1	–	Sell	-340	Closed	-$7K	–	2056
2013 Q4	$7K	Sell	340 -50	-13%	-$920	﹤0.01%	1534
2013 Q3	$6K	Buy	+390	New	+$6.58K	﹤0.01%	1419

Other funds holding PFS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Prelude Capital Management's PFS Position: Q1 2023 in Review

Prelude Capital Management sold out of Provident Financial Services (PFS) in Q1 2023, closing a stake of 52,985 shares — an estimated $1.13M sold.

Prelude Capital Management first reported a position in PFS in Q3 2013 and held it in 6 quarters. The position peaked at $1.13M in Q4 2022. 196 funds tracked by Wall St. Rank hold PFS as of Q1 2023.

Prelude Capital Management reported no remaining Provident Financial Services position as of Q1 2023 after selling out during the quarter.
Prelude Capital Management sold 52,985 Provident Financial Services shares in Q1 2023, an estimated $1.13M.
Prelude Capital Management first reported a position in Provident Financial Services in Q3 2013 and held it in 6 quarters.
Prelude Capital Management's Provident Financial Services position peaked at $1.13M in Q4 2022.
196 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2023.

Based on Prelude Capital Management's 13F filing for Q1 2023, filed 15 May 2023.