Washington Trust’s Prudential PUK Stock Holding History

Washington Trust’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
2022 Q3	–	Sell	-109	Closed	-$3K	–	953
2022 Q2	$3K	Sell	109 -14	-11%	-$360	﹤0.01%	773
2022 Q1	$4K	Buy	123 +6	+5%	+$192	﹤0.01%	762
2021 Q4	$4K	Sell	117 -45	-28%	-$1.71K	﹤0.01%	769
2021 Q3	$6K	Sell	162 -5	-3%	-$193	﹤0.01%	842
2021 Q2	$6K	Hold	167	–	–	﹤0.01%	851
2021 Q1	$7K	Hold	167	–	–	﹤0.01%	793
2020 Q4	$6K	Sell	167 -17	-9%	-$522	﹤0.01%	788
2020 Q3	$5K	Hold	184	–	–	﹤0.01%	800
2020 Q2	$5K	Sell	184 -155	-46%	-$4.1K	﹤0.01%	709
2020 Q1	$8K	Buy	+339	New	+$10.8K	﹤0.01%	707

Other funds holding PUK

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

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

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

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

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

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

CCM

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

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

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

CQS

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

Washington Trust's PUK Position: Q3 2022 in Review

Washington Trust sold out of Prudential (PUK) in Q3 2022, closing a stake of 109 shares — an estimated $3K sold.

Washington Trust first reported a position in PUK in Q1 2020 and held it in 10 quarters. The position peaked at $8K in Q1 2020. 142 funds tracked by Wall St. Rank hold PUK as of Q3 2022.

Washington Trust reported no remaining Prudential position as of Q3 2022 after selling out during the quarter.
Washington Trust sold 109 Prudential shares in Q3 2022, an estimated $3K.
Washington Trust first reported a position in Prudential in Q1 2020 and held it in 10 quarters.
Washington Trust's Prudential position peaked at $8K in Q1 2020.
142 funds tracked by Wall St. Rank held Prudential as of Q3 2022.

Based on Washington Trust's 13F filing for Q3 2022, filed 14 Oct 2022.