Carmichael Hill & Associates’s Principal Financial Group PFG Stock Holding History

Carmichael Hill & Associates’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 Q3	–	Sell	-87	Closed	-$6.6K	–	805
2023 Q2	$6.6K	Hold	87	–	–	﹤0.01%	614
2023 Q1	$6.47K	Hold	87	–	–	﹤0.01%	611
2022 Q4	$7.3K	Hold	87	–	–	﹤0.01%	593
2022 Q3	$6K	Hold	87	–	–	﹤0.01%	653
2022 Q2	$6K	Hold	87	–	–	﹤0.01%	636
2022 Q1	$6K	Hold	87	–	–	﹤0.01%	674
2021 Q4	$6K	Hold	87	–	–	﹤0.01%	691
2021 Q3	$6K	Hold	87	–	–	﹤0.01%	673
2021 Q2	$5K	Hold	87	–	–	﹤0.01%	675
2021 Q1	$5K	Hold	87	–	–	﹤0.01%	658
2020 Q4	$4K	Hold	87	–	–	﹤0.01%	655
2020 Q3	$4K	Hold	87	–	–	﹤0.01%	615
2020 Q2	$4K	Hold	87	–	–	﹤0.01%	581
2020 Q1	$3K	Hold	87	–	–	﹤0.01%	585
2019 Q4	$5K	Buy	+87	New	+$4.76K	﹤0.01%	562

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carmichael Hill & Associates's PFG Position: Q3 2023 in Review

Carmichael Hill & Associates sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 87 shares — an estimated $6.6K sold.

Carmichael Hill & Associates first reported a position in PFG in Q4 2019 and held it in 15 quarters. The position peaked at $7.3K in Q4 2022. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

Carmichael Hill & Associates reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 87 Principal Financial Group shares in Q3 2023, an estimated $6.6K.
Carmichael Hill & Associates first reported a position in Principal Financial Group in Q4 2019 and held it in 15 quarters.
Carmichael Hill & Associates's Principal Financial Group position peaked at $7.3K in Q4 2022.
722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Carmichael Hill & Associates's 13F filing for Q3 2023, filed 30 Oct 2023.