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Athanor Capital’s Principal Financial Group PFG Stock Holding History

Athanor Capital’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
2020
Q4 		– Sell
-41,023
Closed -$1.65M – 797
2020
Q3 		$1.65M Buy
41,023
+28,270
+222% +$1.2M 0.06% 167
2020
Q2 		$530K Buy
+12,753
New +$465K 0.03% 291

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Athanor Capital's PFG Position: Q4 2020 in Review

Athanor Capital sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 41,023 shares — an estimated $1.65M sold.

Athanor Capital first reported a position in PFG in Q2 2020 and held it in 2 quarters. The position peaked at $1.65M in Q3 2020. 619 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Athanor Capital reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Athanor Capital sold 41,023 Principal Financial Group shares in Q4 2020, an estimated $1.65M.
  • Athanor Capital first reported a position in Principal Financial Group in Q2 2020 and held it in 2 quarters.
  • Athanor Capital's Principal Financial Group position peaked at $1.65M in Q3 2020.
  • 619 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Athanor Capital's 13F filing for Q4 2020, filed 16 Feb 2021.