Ownership history in PRUDENTIAL FINANCIAL INC Β· 26 quarters on record
This page tracks every 13F SEC filing in which PRUDENTIAL FINANCIAL INC reported a position in CUSHMAN WAKEFIELD PLC (CWK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PRUDENTIAL FINANCIAL INC outperformed the S&P 500 by +4.5% annually on this CWK position. Timing score: 50% (12/24 decisions correct). Average cost basis: $12.25. Maximum drawdown during holding period: β65.7%.
β
Outperformed SPY on this position by 4.5% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 24 add/trim decisions correct
Best entry: $10.40 (2024 Q2) Β· Worst: $22.24 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
14 adds Β· 12 trims. Bought during 5 of 12 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size