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

Cadence 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
2020
Q3 		$238K Sell
5,908
-1,504
-20% -$64.1K 0.06% 260
2020
Q2 		$308K Sell
7,412
-14,912
-67% -$544K 0.04% 346
2020
Q1 		$700K Buy
22,324
+6,912
+45% +$327K 0.12% 264
2019
Q4 		$848K Buy
15,412
+2,401
+18% +$131K 0.09% 293
2019
Q3 		$743K Buy
13,011
+586
+5% +$33K 0.11% 292
2019
Q2 		$720K Sell
12,425
-7,393
-37% -$407K 0.07% 302
2019
Q1 		$995K Buy
19,818
+1,282
+7% +$63.5K 0.09% 280
2018
Q4 		$819K Sell
18,536
-25,620
-58% -$1.26M 0.08% 300
2018
Q3 		$2.59M Sell
44,156
-17,283
-28% -$963K 0.14% 194
2018
Q2 		$3.25M Buy
61,439
+18,189
+42% +$1.06M 0.19% 124
2018
Q1 		$2.63M Buy
43,250
+9,487
+28% +$624K 0.17% 133
2017
Q4 		$2.38M Sell
33,763
-733
-2% -$50.5K 0.15% 154
2017
Q3 		$2.22M Sell
34,496
-9,081
-21% -$584K 0.14% 163
2017
Q2 		$2.79M Buy
43,577
+824
+2% +$52.3K 0.19% 131
2017
Q1 		$2.7M Sell
42,753
-1,548
-3% -$94.4K 0.19% 135
2016
Q4 		$2.56M Buy
44,301
+4,096
+10% +$230K 0.18% 135
2016
Q3 		$2.07M Sell
40,205
-67,562
-63% -$3.16M 0.15% 169
2016
Q2 		$4.43M Buy
107,767
+28,718
+36% +$1.21M 0.33% 78
2016
Q1 		$3.12M Buy
79,049
+21,116
+36% +$812K 0.22% 112
2015
Q4 		$2.61M Buy
57,933
+15,833
+38% +$773K 0.18% 148
2015
Q3 		$1.99M Sell
42,100
-14,531
-26% -$753K 0.14% 176
2015
Q2 		$2.9M Buy
56,631
+5,368
+10% +$279K 0.16% 160
2015
Q1 		$2.63M Sell
51,263
-29,211
-36% -$1.47M 0.16% 172
2014
Q4 		$4.18M Sell
80,474
-2,207
-3% -$114K 0.24% 119
2014
Q3 		$4.34M Buy
82,681
+12,994
+19% +$680K 0.23% 133
2014
Q2 		$3.52M Sell
69,687
-947
-1% -$44.6K 0.17% 233
2014
Q1 		$3.25M Buy
+70,634
New +$3.23M 0.14% 283
2013
Q4 		– Sell
-89,307
Closed -$3.82M – 634
2013
Q3 		$3.82M Buy
+89,307
New +$3.72M 0.13% 293

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Cadence Capital Management's PFG Position: Q3 2020 in Review

Cadence Capital Management reduced its Principal Financial Group (PFG) stake by 20% in Q3 2020, selling an estimated $64.1K and leaving 5,908 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #260.

Cadence Capital Management first reported a position in PFG in Q3 2013 and has held it in 28 quarters since. The position peaked at $4.43M in Q2 2016. 569 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Cadence Capital Management held 5,908 shares of Principal Financial Group worth $238K as of Q3 2020.
  • Cadence Capital Management sold 1,504 Principal Financial Group shares in Q3 2020, an estimated $64.1K.
  • Principal Financial Group made up 0.06% of Cadence Capital Management's portfolio in Q3 2020, its #260 holding.
  • Cadence Capital Management first reported a position in Principal Financial Group in Q3 2013 and has held it in 28 quarters since.
  • Cadence Capital Management's Principal Financial Group position peaked at $4.43M in Q2 2016.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Cadence Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.