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TS Financial Group (TSFG)’s Prudential PUK Stock Holding History

TS Financial Group (TSFG)’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
2021
Q1 		– Sell
-98
Closed -$4K – 871
2020
Q4 		$4K Hold
98
– – ﹤0.01% 633
2020
Q3 		$3K Buy
98
+8
+9% +$239 ﹤0.01% 610
2020
Q2 		$3K Hold
90
– – ﹤0.01% 595
2020
Q1 		$2K Buy
90
+8
+10% +$255 ﹤0.01% 605
2019
Q4 		$3K Buy
82
+9
+12% +$317 ﹤0.01% 577
2019
Q3 		$3K Buy
73
+7
+11% +$260 ﹤0.01% 602
2019
Q2 		$3K Hold
66
– – ﹤0.01% 578
2019
Q1 		$3K Buy
+66
New +$2.55K ﹤0.01% 556

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TS Financial Group (TSFG)'s PUK Position: Q1 2021 in Review

TS Financial Group (TSFG) sold out of Prudential (PUK) in Q1 2021, closing a stake of 98 shares — an estimated $4K sold.

TS Financial Group (TSFG) first reported a position in PUK in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2020. 184 funds tracked by Wall St. Rank hold PUK as of Q1 2021.

  • TS Financial Group (TSFG) reported no remaining Prudential position as of Q1 2021 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 98 Prudential shares in Q1 2021, an estimated $4K.
  • TS Financial Group (TSFG) first reported a position in Prudential in Q1 2019 and held it in 8 quarters.
  • TS Financial Group (TSFG)'s Prudential position peaked at $4K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Prudential as of Q1 2021.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2021, filed 14 Apr 2021.