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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 – 5880
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 – 5116
2020
Q2 		$256K Buy
6,170
+5,700
+1,213% +$208K 0.02% 734
2020
Q1 		$14K Buy
+470
New +$22.2K ﹤0.01% 2535
2019
Q4 		– Sell
-484
Closed -$26.5K – 4452
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 – 4576
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 – 6493
2017
Q2 		$297K Sell
4,650
-700
-13% -$44.4K 0.01% 994
2017
Q1 		$337K Buy
+5,350
New +$326K 0.01% 849

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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cutler Group's PFG Position: Q4 2021 in Review

Cutler Group sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 123 shares — an estimated $7K sold.

Cutler Group first reported a position in PFG in Q1 2017 and held it in 14 quarters. The position peaked at $337K in Q1 2017. 664 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • Cutler Group reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
  • Cutler Group sold 123 Principal Financial Group shares in Q4 2021, an estimated $7K.
  • Cutler Group first reported a position in Principal Financial Group in Q1 2017 and held it in 14 quarters.
  • Cutler Group's Principal Financial Group position peaked at $337K in Q1 2017.
  • 664 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Cutler Group's 13F filing for Q4 2021, filed 18 Jan 2022.