WhitTier Trust Company’s Prudential PUK Stock Holding History

WhitTier Trust Company’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	-619	Closed	-$24K	–	1105
2021 Q3	$24K	Sell	619 -19	-3%	-$735	﹤0.01%	797
2021 Q2	$24K	Hold	638	–	–	﹤0.01%	766
2021 Q1	$26K	Hold	638	–	–	﹤0.01%	745
2020 Q4	$23K	Hold	638	–	–	﹤0.01%	740
2020 Q3	$18K	Hold	638	–	–	﹤0.01%	752
2020 Q2	$19K	Hold	638	–	–	﹤0.01%	724
2020 Q1	$15K	Buy	+638	New	+$20.3K	﹤0.01%	737

Other funds holding PUK

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

WhitTier Trust Company's PUK Position: Q4 2021 in Review

WhitTier Trust Company sold out of Prudential (PUK) in Q4 2021, closing a stake of 619 shares — an estimated $24K sold.

WhitTier Trust Company first reported a position in PUK in Q1 2020 and held it in 7 quarters. The position peaked at $26K in Q1 2021. 186 funds tracked by Wall St. Rank hold PUK as of Q4 2021.

WhitTier Trust Company reported no remaining Prudential position as of Q4 2021 after selling out during the quarter.
WhitTier Trust Company sold 619 Prudential shares in Q4 2021, an estimated $24K.
WhitTier Trust Company first reported a position in Prudential in Q1 2020 and held it in 7 quarters.
WhitTier Trust Company's Prudential position peaked at $26K in Q1 2021.
186 funds tracked by Wall St. Rank held Prudential as of Q4 2021.

Based on WhitTier Trust Company's 13F filing for Q4 2021, filed 19 Jan 2022.