Rather & Kittrell’s Prudential PUK Stock Holding History

Rather & Kittrell’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
2022 Q1	–	Sell	-387	Closed	-$13K	–	239
2021 Q4	$13K	Buy	+387	New	+$14.7K	0.01%	206

Other funds holding PUK

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Rather & Kittrell's PUK Position: Q1 2022 in Review

Rather & Kittrell sold out of Prudential (PUK) in Q1 2022, closing a stake of 387 shares — an estimated $13K sold.

Rather & Kittrell first reported a position in PUK in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 171 funds tracked by Wall St. Rank hold PUK as of Q1 2022.

Rather & Kittrell reported no remaining Prudential position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 387 Prudential shares in Q1 2022, an estimated $13K.
Rather & Kittrell first reported a position in Prudential in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's Prudential position peaked at $13K in Q4 2021.
171 funds tracked by Wall St. Rank held Prudential as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.