CCM
PFG icon

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

Community Capital Management’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
Q1 		– Sell
-3,000
Closed -$252K – 71
2022
Q4 		$252K Sell
3,000
-1,350
-31% -$116K 0.33% 71
2022
Q3 		$314K Sell
4,350
-1,950
-31% -$140K 0.41% 70
2022
Q2 		$421K Buy
+6,300
New +$443K 0.51% 67
2022
Q1 		– Sell
-18,400
Closed -$959K – 83
2021
Q4 		$959K Hold
18,400
– – 1.03% 38
2021
Q3 		$1.19M Buy
18,400
+1,400
+8% +$89.9K 1.23% 25
2021
Q2 		$1.07M Buy
17,000
+7,000
+70% +$448K 1.09% 34
2021
Q1 		$600K Buy
+10,000
New +$557K 0.66% 54

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NLI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return