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Vigilant Capital Management’s Prudential PUK Stock Holding History

Vigilant Capital 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
2021
Q4 		– Sell
-232
Closed -$9K – 730
2021
Q3 		$9K Buy
+232
New +$8.97K ﹤0.01% 515
2016
Q3 		– Sell
-154
Closed -$5K – 351
2016
Q2 		$5K Buy
+154
New +$5.67K ﹤0.01% 320

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vigilant Capital Management's PUK Position: Q4 2021 in Review

Vigilant Capital Management sold out of Prudential (PUK) in Q4 2021, closing a stake of 232 shares — an estimated $9K sold.

Vigilant Capital Management first reported a position in PUK in Q2 2016 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 186 funds tracked by Wall St. Rank hold PUK as of Q4 2021.

  • Vigilant Capital Management reported no remaining Prudential position as of Q4 2021 after selling out during the quarter.
  • Vigilant Capital Management sold 232 Prudential shares in Q4 2021, an estimated $9K.
  • Vigilant Capital Management first reported a position in Prudential in Q2 2016 and held it in 2 quarters.
  • Vigilant Capital Management's Prudential position peaked at $9K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Prudential as of Q4 2021.

Based on Vigilant Capital Management's 13F filing for Q4 2021, filed 6 Jan 2022.