Sierra Ocean’s Prudential PUK Stock Holding History

Sierra Ocean’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
2025 Q1	–	Sell	-217	Closed	-$3.46K	–	1104
2024 Q4	$3.46K	Buy	+217	New	+$3.64K	﹤0.01%	666

Other funds holding PUK

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Sierra Ocean's PUK Position: Q1 2025 in Review

Sierra Ocean sold out of Prudential (PUK) in Q1 2025, closing a stake of 217 shares — an estimated $3.46K sold.

Sierra Ocean first reported a position in PUK in Q4 2024 and held it in 1 quarter. The position peaked at $3.46K in Q4 2024. 193 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

Sierra Ocean reported no remaining Prudential position as of Q1 2025 after selling out during the quarter.
Sierra Ocean sold 217 Prudential shares in Q1 2025, an estimated $3.46K.
Sierra Ocean first reported a position in Prudential in Q4 2024 and held it in 1 quarter.
Sierra Ocean's Prudential position peaked at $3.46K in Q4 2024.
193 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on Sierra Ocean's 13F filing for Q1 2025, filed 29 Apr 2025.