Sugarloaf Wealth Management’s Prudential PUK Stock Holding History

Sugarloaf Wealth Management’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 Q3	–	Sell	-69	Closed	-$1.26K	–	707
2024 Q2	$1.26K	Hold	69	–	–	﹤0.01%	605
2024 Q1	$1.33K	Hold	69	–	–	﹤0.01%	612
2023 Q4	$1.55K	Hold	69	–	–	﹤0.01%	614
2023 Q3	$1.51K	Hold	69	–	–	﹤0.01%	615
2023 Q2	$1.95K	Hold	69	–	–	﹤0.01%	617
2023 Q1	$1.89K	Hold	69	–	–	﹤0.01%	617
2022 Q4	$1.9K	Hold	69	–	–	﹤0.01%	677
2022 Q3	$2K	Hold	69	–	–	﹤0.01%	721
2022 Q2	$2K	Hold	69	–	–	﹤0.01%	708
2022 Q1	$2K	Hold	69	–	–	﹤0.01%	652
2021 Q4	$2K	Hold	69	–	–	﹤0.01%	684
2021 Q3	$3K	Sell	69 -2	-3%	-$77	﹤0.01%	661
2021 Q2	$3K	Hold	71	–	–	﹤0.01%	653
2021 Q1	$3	Hold	71	–	–	﹤0.01%	642
2020 Q4	$3K	Hold	71	–	–	﹤0.01%	606
2020 Q3	$2K	Hold	71	–	–	﹤0.01%	619
2020 Q2	$2K	Hold	71	–	–	﹤0.01%	613
2020 Q1	$2K	Hold	71	–	–	﹤0.01%	608
2019 Q4	$3K	Buy	+71	New	+$2.5K	﹤0.01%	607

Other funds holding PUK

BlackRock New York $5.72T AUM 30.48% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Sugarloaf Wealth Management's PUK Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Prudential (PUK) in Q3 2024, closing a stake of 69 shares — an estimated $1.26K sold.

Sugarloaf Wealth Management first reported a position in PUK in Q4 2019 and held it in 19 quarters. The position peaked at $3K in Q3 2021. 186 funds tracked by Wall St. Rank hold PUK as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Prudential position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 69 Prudential shares in Q3 2024, an estimated $1.26K.
Sugarloaf Wealth Management first reported a position in Prudential in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's Prudential position peaked at $3K in Q3 2021.
186 funds tracked by Wall St. Rank held Prudential as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.