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StoneX Group’s Prudential PUK Stock Holding History

StoneX Group’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
-274,565
Closed -$5.09M – 918
2024
Q3 		$5.09M Buy
+274,565
New +$4.79M 0.37% 51
2024
Q1 		– Sell
-12,117
Closed -$272K – 701
2023
Q4 		$272K Buy
+12,117
New +$266K 0.03% 437
2022
Q1 		– Sell
-391,307
Closed -$13.5M – 671
2021
Q4 		$13.5M Buy
+391,307
New +$14.8M 1.55% 12

Other funds holding PUK

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

StoneX Group's PUK Position: Q4 2024 in Review

StoneX Group sold out of Prudential (PUK) in Q4 2024, closing a stake of 274,565 shares — an estimated $5.09M sold.

StoneX Group first reported a position in PUK in Q4 2021 and held it in 3 quarters. The position peaked at $13.5M in Q4 2021. 169 funds tracked by Wall St. Rank hold PUK as of Q4 2024.

  • StoneX Group reported no remaining Prudential position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 274,565 Prudential shares in Q4 2024, an estimated $5.09M.
  • StoneX Group first reported a position in Prudential in Q4 2021 and held it in 3 quarters.
  • StoneX Group's Prudential position peaked at $13.5M in Q4 2021.
  • 169 funds tracked by Wall St. Rank held Prudential as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.