The Family Firm’s Prudential PUK Stock Holding History

The Family Firm’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	-74	Closed	-$1.36K	–	683
2024 Q2	$1.36K	Buy	+74	New	+$1.4K	﹤0.01%	816

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

The Family Firm's PUK Position: Q3 2024 in Review

The Family Firm sold out of Prudential (PUK) in Q3 2024, closing a stake of 74 shares — an estimated $1.36K sold.

The Family Firm first reported a position in PUK in Q2 2024 and held it in 1 quarter. The position peaked at $1.36K in Q2 2024. 187 funds tracked by Wall St. Rank hold PUK as of Q3 2024.

The Family Firm reported no remaining Prudential position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 74 Prudential shares in Q3 2024, an estimated $1.36K.
The Family Firm first reported a position in Prudential in Q2 2024 and held it in 1 quarter.
The Family Firm's Prudential position peaked at $1.36K in Q2 2024.
187 funds tracked by Wall St. Rank held Prudential as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.