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

Clark Capital Management Group’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
2019 Q4	–	Sell	-499,125	Closed	-$28.5M	–	338
2019 Q3	$28.5M	Buy	+499,125	New	+$28.1M	0.65%	53
2018 Q1	–	Sell	-502,752	Closed	-$35.5M	–	304
2017 Q4	$35.5M	Sell	502,752 -103,752	-17%	-$7.15M	1.08%	28
2017 Q3	$39M	Buy	606,504 +165,523	+38%	+$10.6M	1.32%	16
2017 Q2	$28.3M	Buy	440,981 +123,537	+39%	+$7.84M	1.1%	27
2017 Q1	$20M	Buy	317,444 +176,280	+125%	+$10.8M	0.89%	34
2016 Q4	$8.17M	Buy	+141,164	New	+$7.91M	0.42%	76

Other funds holding PFG

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clark Capital Management Group's PFG Position: Q4 2019 in Review

Clark Capital Management Group sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 499,125 shares — an estimated $28.5M sold.

Clark Capital Management Group first reported a position in PFG in Q4 2016 and held it in 6 quarters. The position peaked at $39M in Q3 2017. 612 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

Clark Capital Management Group reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
Clark Capital Management Group sold 499,125 Principal Financial Group shares in Q4 2019, an estimated $28.5M.
Clark Capital Management Group first reported a position in Principal Financial Group in Q4 2016 and held it in 6 quarters.
Clark Capital Management Group's Principal Financial Group position peaked at $39M in Q3 2017.
612 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Clark Capital Management Group's 13F filing for Q4 2019, filed 27 Jan 2020.