Sandy Spring Bank’s Prudential PUK Stock Holding History

Sandy Spring Bank’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
2024 Q4	–	Sell	-48	Closed	-$890	–	1270
2024 Q3	$890	Hold	48	–	–	﹤0.01%	1096
2024 Q2	$880	Hold	48	–	–	﹤0.01%	1159
2024 Q1	$925	Hold	48	–	–	﹤0.01%	1118
2023 Q4	$1.08K	Hold	48	–	–	﹤0.01%	1064
2023 Q3	$1.05K	Buy	+48	New	+$1.21K	﹤0.01%	1075
2020 Q2	–	Sell	-35	Closed	-$1K	–	947
2020 Q1	$1K	Buy	+35	New	+$1.11K	﹤0.01%	874
2018 Q1	–	Sell	-131	Closed	-$6K	–	873
2017 Q4	$6K	Hold	131	–	–	﹤0.01%	743
2017 Q3	$6K	Hold	131	–	–	﹤0.01%	726
2017 Q2	$6K	Hold	131	–	–	﹤0.01%	749
2017 Q1	$5K	Hold	131	–	–	﹤0.01%	760
2016 Q4	$5K	Hold	131	–	–	﹤0.01%	743
2016 Q3	$5K	Hold	131	–	–	﹤0.01%	739
2016 Q2	$4K	Hold	131	–	–	﹤0.01%	797
2016 Q1	$5K	Hold	131	–	–	﹤0.01%	804
2015 Q4	$6K	Buy	+131	New	+$5.83K	﹤0.01%	755

Other funds holding PUK

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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

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

Sandy Spring Bank's PUK Position: Q4 2024 in Review

Sandy Spring Bank sold out of Prudential (PUK) in Q4 2024, closing a stake of 48 shares — an estimated $890 sold.

Sandy Spring Bank first reported a position in PUK in Q4 2015 and held it in 15 quarters. The position peaked at $6K in Q4 2017. 169 funds tracked by Wall St. Rank hold PUK as of Q4 2024.

Sandy Spring Bank reported no remaining Prudential position as of Q4 2024 after selling out during the quarter.
Sandy Spring Bank sold 48 Prudential shares in Q4 2024, an estimated $890.
Sandy Spring Bank first reported a position in Prudential in Q4 2015 and held it in 15 quarters.
Sandy Spring Bank's Prudential position peaked at $6K in Q4 2017.
169 funds tracked by Wall St. Rank held Prudential as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.