CCP
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Carmel Capital Partners’s Principal Financial Group PFG Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-187
Closed -$13.5K – 538
2023
Q3 		$13.5K Buy
+187
New +$14.5K 0.01% 411

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carmel Capital Partners's PFG Position: Q4 2023 in Review

Carmel Capital Partners sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 187 shares — an estimated $13.5K sold.

Carmel Capital Partners first reported a position in PFG in Q3 2023 and held it in 1 quarter. The position peaked at $13.5K in Q3 2023. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Carmel Capital Partners reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 187 Principal Financial Group shares in Q4 2023, an estimated $13.5K.
  • Carmel Capital Partners first reported a position in Principal Financial Group in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Principal Financial Group position peaked at $13.5K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.