Cutler Group’s Principal Financial Group PFG Stock Holding History

Cutler 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
2021 Q4	–	Sell	-123	Closed	-$7K	–	6094
2021 Q3	$7K	Sell	123 -600	-83%	-$38.5K	﹤0.01%	4232
2021 Q2	$45K	Sell	723 -967	-57%	-$61.8K	﹤0.01%	2572
2021 Q1	$101K	Buy	+1,690	New	+$94.2K	0.01%	1766
2020 Q3	–	Sell	-6,170	Closed	-$263K	–	5358
2020 Q2	$256K	Buy	6,170 +5,700	+1,213%	+$208K	0.03%	734
2020 Q1	$14K	Buy	+470	New	+$22.2K	﹤0.01%	2535
2019 Q4	–	Sell	-484	Closed	-$26.5K	–	4738
2019 Q3	$27K	Sell	484 -240	-33%	-$13.5K	﹤0.01%	1966
2019 Q2	$41K	Buy	+724	New	+$39.9K	﹤0.01%	1688
2019 Q1	–	Sell	-526	Closed	-$26.1K	–	4828
2018 Q4	$23K	Buy	526 +400	+317%	+$19.7K	﹤0.01%	2019
2018 Q3	$7K	Hold	126	–	–	﹤0.01%	2873
2018 Q2	$6K	Sell	126 -769	-86%	-$44.7K	﹤0.01%	3012
2018 Q1	$54K	Buy	895 +103	+13%	+$6.78K	0.01%	1613
2017 Q4	$55K	Buy	+792	New	+$54.6K	﹤0.01%	1793
2017 Q3	–	Sell	-4,650	Closed	-$299K	–	6682
2017 Q2	$297K	Sell	4,650 -700	-13%	-$44.4K	0.01%	994
2017 Q1	$337K	Buy	+5,350	New	+$326K	0.02%	849

Other funds holding PFG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $645B AUM 30.41% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Bank of New York Mellon

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