AlphaCrest Capital Management’s Principal Financial Group PFG Stock Holding History

AlphaCrest Capital Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,263	Closed	-$885K	–	838
2022 Q3	$885K	Sell	12,263 -13,409	-52%	-$963K	0.05%	691
2022 Q2	$1.72M	Buy	25,672 +10,291	+67%	+$724K	0.08%	405
2022 Q1	$1.13M	Buy	15,381 +9,556	+164%	+$692K	0.06%	495
2021 Q4	$421K	Sell	5,825 -15,226	-72%	-$1.06M	0.02%	1154
2021 Q3	$1.36M	Sell	21,051 -5,305	-20%	-$341K	0.07%	479
2021 Q2	$1.67M	Sell	26,356 -10,462	-28%	-$669K	0.07%	433
2021 Q1	$2.21M	Buy	36,818 +20,401	+124%	+$1.14M	0.12%	223
2020 Q4	$814K	Sell	16,417 -21,022	-56%	-$963K	0.07%	402
2020 Q3	$1.51M	Buy	+37,439	New	+$1.6M	0.16%	146
2020 Q2	–	Sell	-20,522	Closed	-$643K	–	1063
2020 Q1	$643K	Sell	20,522 -3,600	-15%	-$170K	0.08%	458
2019 Q4	$1.33M	Buy	24,122 +7,108	+42%	+$389K	0.11%	230
2019 Q3	$972K	Buy	+17,014	New	+$958K	0.06%	589
2019 Q1	–	Sell	-7,600	Closed	-$336K	–	924
2018 Q4	$336K	Buy	+7,600	New	+$374K	0.1%	402

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

AlphaCrest Capital Management's PFG Position: Q4 2022 in Review

AlphaCrest Capital Management sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 12,263 shares — an estimated $885K sold.

AlphaCrest Capital Management first reported a position in PFG in Q4 2018 and held it in 13 quarters. The position peaked at $2.21M in Q1 2021. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

AlphaCrest Capital Management reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
AlphaCrest Capital Management sold 12,263 Principal Financial Group shares in Q4 2022, an estimated $885K.
AlphaCrest Capital Management first reported a position in Principal Financial Group in Q4 2018 and held it in 13 quarters.
AlphaCrest Capital Management's Principal Financial Group position peaked at $2.21M in Q1 2021.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on AlphaCrest Capital Management's 13F filing for Q4 2022.