Syverson Strege & Co’s Prudential PUK Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-138	Closed	-$3.77K	–	477
2023 Q1	$3.77K	Buy	+138	New	+$4.15K	﹤0.01%	384

Other funds holding PUK

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

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

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

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

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

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

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

CQS

Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Syverson Strege & Co's PUK Position: Q2 2023 in Review

Syverson Strege & Co sold out of Prudential (PUK) in Q2 2023, closing a stake of 138 shares — an estimated $3.77K sold.

Syverson Strege & Co first reported a position in PUK in Q1 2023 and held it in 1 quarter. The position peaked at $3.77K in Q1 2023. 172 funds tracked by Wall St. Rank hold PUK as of Q2 2023.

Syverson Strege & Co reported no remaining Prudential position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 138 Prudential shares in Q2 2023, an estimated $3.77K.
Syverson Strege & Co first reported a position in Prudential in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Prudential position peaked at $3.77K in Q1 2023.
172 funds tracked by Wall St. Rank held Prudential as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.