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 Q1	–	Sell	-4,200	Closed	-$6K	–	6115
2020 Q4	$6K	Buy	4,200 +3,600	+600%	+$165K	﹤0.01%	3548
2020 Q3	$1K	Hold	600	–	–	﹤0.01%	4420
2020 Q2	$1K	Buy	+600	New	+$21.9K	﹤0.01%	4115
2020 Q1	–	Sell	-2,500	Closed	-$2K	–	4480
2019 Q4	$2K	Buy	+2,500	New	+$137K	﹤0.01%	3479
2019 Q3	–	Sell	-1,200	Closed	-$2K	–	4552
2019 Q2	$2K	Buy	+1,200	New	+$66.1K	﹤0.01%	3629
2017 Q4	–	Sell	-3,100	Closed	-$4K	–	5667
2017 Q3	$4K	Buy	+3,100	New	+$199K	﹤0.01%	4612
2017 Q2	–	Sell	-5,300	Closed	-$3K	–	6889
2017 Q1	$3K	Sell	5,300 -800	-13%	-$48.8K	﹤0.01%	5190
2016 Q4	$26K	Sell	6,100 -900	-13%	-$50.4K	﹤0.01%	3192
2016 Q3	$29K	Sell	7,000 -300	-4%	-$14K	﹤0.01%	3051
2016 Q2	$2K	Buy	+7,300	New	+$308K	﹤0.01%	5715
2016 Q1	–	Sell	-8,000	Closed	-$1K	–	7001
2015 Q4	$1K	Buy	+8,000	New	+$390K	﹤0.01%	6024

Other funds holding PFG

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

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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.