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Chicago Equity Partners’s Principal Financial Group PFG Stock Holding History

Chicago Equity 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
2020
Q1 		$696K Buy
22,220
+1,745
+9% +$82.6K 0.07% 347
2019
Q4 		$1.13M Sell
20,475
-7,555
-27% -$414K 0.06% 423
2019
Q3 		$1.6M Buy
+28,030
New +$1.58M 0.08% 371
2017
Q3 		– Sell
-44,950
Closed -$2.88M – 801
2017
Q2 		$2.88M Buy
+44,950
New +$2.85M 0.08% 300

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Chicago Equity Partners's PFG Position: Q1 2020 in Review

Chicago Equity Partners increased its Principal Financial Group (PFG) stake by 8.5% in Q1 2020, buying an estimated $82.6K and bringing the position to 22,220 shares worth $696K. The position accounts for 0.07% of the portfolio, ranked #347.

Chicago Equity Partners first reported a position in PFG in Q2 2017 and has held it in 4 quarters since. The position peaked at $2.88M in Q2 2017. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Chicago Equity Partners held 22,220 shares of Principal Financial Group worth $696K as of Q1 2020.
  • Chicago Equity Partners bought 1,745 Principal Financial Group shares in Q1 2020, an estimated $82.6K.
  • Principal Financial Group made up 0.07% of Chicago Equity Partners's portfolio in Q1 2020, its #347 holding.
  • Chicago Equity Partners first reported a position in Principal Financial Group in Q2 2017 and has held it in 4 quarters since.
  • Chicago Equity Partners's Principal Financial Group position peaked at $2.88M in Q2 2017.
  • 565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.