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Cambridge Trust’s Principal Financial Group PFG Stock Holding History

Cambridge Trust’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
-23
Closed -$2K – 855
2022
Q3 		$2K Buy
+23
New +$1.65K ﹤0.01% 787
2022
Q2 		– Sell
-44
Closed -$3K – 930
2022
Q1 		$3K Hold
44
– – ﹤0.01% 854
2021
Q4 		$3K Buy
+44
New +$3.07K ﹤0.01% 937

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 $3.37T AUM 44.26% 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

Cambridge Trust's PFG Position: Q4 2022 in Review

Cambridge Trust sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 23 shares — an estimated $2K sold.

Cambridge Trust first reported a position in PFG in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Cambridge Trust reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
  • Cambridge Trust sold 23 Principal Financial Group shares in Q4 2022, an estimated $2K.
  • Cambridge Trust first reported a position in Principal Financial Group in Q4 2021 and held it in 3 quarters.
  • Cambridge Trust's Principal Financial Group position peaked at $3K in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.