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Artemis Investment Management’s Principal Financial Group PFG Stock Holding History

Artemis Investment 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
-85,239
Closed -$6.15M – 256
2022
Q3 		$6.15M Sell
85,239
-68,793
-45% -$4.94M 0.07% 167
2022
Q2 		$10.3M Buy
+154,032
New +$10.8M 0.11% 148
2022
Q1 		– Sell
-49,354
Closed -$3.57M – 300
2021
Q4 		$3.57M Sell
49,354
-58,432
-54% -$4.08M 0.03% 231
2021
Q3 		$6.93M Buy
+107,786
New +$6.92M 0.05% 217
2019
Q4 		– Sell
-179,100
Closed -$10.2M – 247
2019
Q3 		$10.2M Buy
179,100
+38,300
+27% +$2.16M 0.14% 166
2019
Q2 		$8.13M Buy
+140,800
New +$7.76M 0.1% 204
2018
Q1 		– Sell
-265,300
Closed -$18.7M – 240
2017
Q4 		$18.7M Buy
265,300
+5,900
+2% +$406K 0.31% 81
2017
Q3 		$16.7M Buy
259,400
+36,300
+16% +$2.33M 0.34% 84
2017
Q2 		$14.3M Buy
223,100
+36,900
+20% +$2.34M 0.35% 76
2017
Q1 		$11.8M Sell
186,200
-16,000
-8% -$976K 0.32% 79
2016
Q4 		$11.7M Buy
202,200
+54,200
+37% +$3.04M 0.31% 81
2016
Q3 		$7.62M Buy
+148,000
New +$6.92M 0.21% 122
2015
Q1 		– Sell
-186,100
Closed -$9.67M – 269
2014
Q4 		$9.67M Sell
186,100
-43,200
-19% -$2.24M 0.38% 76
2014
Q3 		$12M Buy
+229,300
New +$12M 0.6% 55

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Artemis Investment Management's PFG Position: Q4 2022 in Review

Artemis Investment Management sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 85,239 shares — an estimated $6.15M sold.

Artemis Investment Management first reported a position in PFG in Q3 2014 and held it in 14 quarters. The position peaked at $18.7M in Q4 2017. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Artemis Investment Management reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
  • Artemis Investment Management sold 85,239 Principal Financial Group shares in Q4 2022, an estimated $6.15M.
  • Artemis Investment Management first reported a position in Principal Financial Group in Q3 2014 and held it in 14 quarters.
  • Artemis Investment Management's Principal Financial Group position peaked at $18.7M in Q4 2017.
  • 782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Artemis Investment Management's 13F filing for Q4 2022, filed 25 Jan 2023.