Zions Bancorporation’s Prudential PUK Stock Holding History

Zions Bancorporation’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 Q4	–	Sell	-256	Closed	-$4.75K	–	883
2024 Q3	$4.75K	Sell	256 -172	-40%	-$3K	﹤0.01%	719
2024 Q2	$7.84K	Buy	428 +92	+27%	+$1.73K	﹤0.01%	705
2024 Q1	$6.47K	Sell	336 -35	-9%	-$723	﹤0.01%	722
2023 Q4	$8.33K	Sell	371 -69	-16%	-$1.51K	﹤0.01%	691
2023 Q3	$9.64K	Sell	440 -30	-6%	-$759	﹤0.01%	640
2023 Q2	$13.3K	Buy	470 +20	+4%	+$573	﹤0.01%	587
2023 Q1	$12.3K	Sell	450 -282	-39%	-$8.47K	﹤0.01%	608
2022 Q4	$20.1K	Buy	732 +197	+37%	+$4.5K	﹤0.01%	570
2022 Q3	$11K	Sell	535 -3,922	-88%	-$89.9K	﹤0.01%	655
2022 Q2	$112K	Buy	4,457 +494	+12%	+$12.7K	0.01%	371
2022 Q1	$117K	Buy	3,963 +1,171	+42%	+$37.4K	0.01%	396
2021 Q4	$96K	Buy	2,792 +846	+43%	+$32.1K	0.01%	386
2021 Q3	$76K	Buy	1,946 +1,167	+150%	+$45.1K	0.01%	407
2021 Q2	$29K	Buy	779 +3	+0.4%	+$123	﹤0.01%	520
2021 Q1	$32K	Hold	776	–	–	﹤0.01%	482
2020 Q4	$28K	Sell	776 -247	-24%	-$7.58K	﹤0.01%	493
2020 Q3	$28K	Buy	1,023 +66	+7%	+$1.98K	﹤0.01%	477
2020 Q2	$28K	Sell	957 -361	-27%	-$9.55K	﹤0.01%	430
2020 Q1	$32K	Sell	1,318 -204	-13%	-$6.5K	0.01%	377
2019 Q4	$56K	Sell	1,522 -79	-5%	-$2.79K	0.01%	393
2019 Q3	$57K	Sell	1,601 -19	-1%	-$706	0.01%	397
2019 Q2	$69K	Sell	1,620 -31	-2%	-$1.29K	0.01%	345
2019 Q1	$64K	Buy	1,651 +31	+2%	+$1.2K	0.01%	366
2018 Q4	$56K	Buy	1,620 +341	+27%	+$13K	0.04%	155
2018 Q3	$57K	Buy	1,279 +5	+0.4%	+$221	0.01%	312
2018 Q2	$56K	Sell	1,274 -155	-11%	-$7.57K	0.04%	164
2018 Q1	$71K	Hold	1,429	–	–	0.02%	233
2017 Q4	$70K	Buy	1,429 +52	+4%	+$2.48K	0.01%	298
2017 Q3	$64K	Buy	1,377 +1,346	+4,342%	+$61.5K	0.01%	513
2017 Q2	$1K	Sell	31 -231	-88%	-$9.98K	﹤0.01%	642
2017 Q1	$11K	Sell	262 -921	-78%	-$36.2K	﹤0.01%	357
2016 Q4	$46K	Buy	1,183 +6	+0.5%	+$215	0.01%	251
2016 Q3	$38K	Buy	1,177 +302	+35%	+$10.4K	0.01%	275
2016 Q2	$27K	Sell	875 -87	-9%	-$3.2K	﹤0.01%	283
2016 Q1	$37K	Sell	962 -179	-16%	-$6.48K	0.01%	292
2015 Q4	$39K	Sell	1,141 -107	-9%	-$4.76K	0.01%	244
2015 Q3	$57K	Buy	+1,248	New	+$55.5K	0.01%	201
2015 Q2	–	Sell	-1,216	Closed	-$59K	–	619
2015 Q1	$59K	Buy	+1,216	New	+$57.8K	0.01%	208

Other funds holding PUK

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

Morgan Stanley New York $1.66T AUM 25.57% 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 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Zions Bancorporation's PUK Position: Q4 2024 in Review

Zions Bancorporation sold out of Prudential (PUK) in Q4 2024, closing a stake of 256 shares — an estimated $4.75K sold.

Zions Bancorporation first reported a position in PUK in Q1 2015 and held it in 38 quarters. The position peaked at $117K in Q1 2022. 169 funds tracked by Wall St. Rank hold PUK as of Q4 2024.

Zions Bancorporation reported no remaining Prudential position as of Q4 2024 after selling out during the quarter.
Zions Bancorporation sold 256 Prudential shares in Q4 2024, an estimated $4.75K.
Zions Bancorporation first reported a position in Prudential in Q1 2015 and held it in 38 quarters.
Zions Bancorporation's Prudential position peaked at $117K in Q1 2022.
169 funds tracked by Wall St. Rank held Prudential as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.