Simplex Trading
PUK icon

Simplex Trading’s Prudential PUK Stock Holding History

Simplex Trading’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
-741
Closed -$12.4K – 9403
2024
Q3 		$13K Sell
741
-2,558
-78% -$44.7K ﹤0.01% 7019
2024
Q2 		$60K Buy
+3,299
New +$62.2K ﹤0.01% 5892
2022
Q3 		– Sell
-308
Closed -$7K – 10689
2022
Q2 		$7K Buy
308
+235
+322% +$6.04K ﹤0.01% 8616
2022
Q1 		$2K Buy
73
+19
+35% +$607 ﹤0.01% 9913
2021
Q4 		$1K Buy
54
+42
+350% +$1.59K ﹤0.01% 10233
2021
Q3 		$0 Hold
12
– – ﹤0.01% 9864
2021
Q2 		$0 Sell
12
-88
-88% -$3.6K ﹤0.01% 10577
2021
Q1 		$4K Sell
100
-245
-71% -$9.33K ﹤0.01% 8290
2020
Q4 		$12K Sell
345
-1,503
-81% -$46.1K ﹤0.01% 7306
2020
Q3 		$51K Sell
1,848
-6,836
-79% -$205K ﹤0.01% 5591
2020
Q2 		$255K Sell
8,684
-4,420
-34% -$117K ﹤0.01% 3719
2020
Q1 		$314K Buy
+13,104
New +$417K ﹤0.01% 3100
2018
Q4 		– Sell
-72
Closed -$3K – 7643
2018
Q3 		$3K Buy
+72
New +$3.18K ﹤0.01% 6980
2018
Q2 		– Sell
-27
Closed -$1.32K – 7788
2018
Q1 		$1K Buy
+27
New +$1.37K ﹤0.01% 5747
2017
Q1 		– Sell
-14,448
Closed -$568K – 6663
2016
Q4 		$557K Buy
14,448
+7,967
+123% +$286K 0.03% 494
2016
Q3 		$224K Buy
6,481
+1,544
+31% +$53.2K 0.02% 950
2016
Q2 		$162K Buy
4,937
+4,865
+6,757% +$179K 0.01% 1131
2016
Q1 		$2K Buy
+72
New +$2.61K ﹤0.01% 4783

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplex Trading's PUK Position: Q4 2024 in Review

Simplex Trading sold out of Prudential (PUK) in Q4 2024, closing a stake of 741 shares — an estimated $12.4K sold.

Simplex Trading first reported a position in PUK in Q1 2016 and held it in 18 quarters. The position peaked at $557K in Q4 2016. 169 funds tracked by Wall St. Rank hold PUK as of Q4 2024.

  • Simplex Trading reported no remaining Prudential position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 741 Prudential shares in Q4 2024, an estimated $12.4K.
  • Simplex Trading first reported a position in Prudential in Q1 2016 and held it in 18 quarters.
  • Simplex Trading's Prudential position peaked at $557K in Q4 2016.
  • 169 funds tracked by Wall St. Rank held Prudential as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.