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Delphi Management’s Principal Financial Group PFG Stock Holding History

Delphi 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
2019
Q1 		– Sell
-10,734
Closed -$474K – 96
2018
Q4 		$474K Sell
10,734
-26,136
-71% -$1.29M 0.43% 68
2018
Q3 		$2.16M Sell
36,870
-579
-2% -$32.3K 1.39% 26
2018
Q2 		$2.17M Buy
+37,449
New +$2.18M 1.34% 30

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Delphi Management's PFG Position: Q1 2019 in Review

Delphi Management sold out of Principal Financial Group (PFG) in Q1 2019, closing a stake of 10,734 shares — an estimated $474K sold.

Delphi Management first reported a position in PFG in Q2 2018 and held it in 3 quarters. The position peaked at $2.17M in Q2 2018. 591 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • Delphi Management reported no remaining Principal Financial Group position as of Q1 2019 after selling out during the quarter.
  • Delphi Management sold 10,734 Principal Financial Group shares in Q1 2019, an estimated $474K.
  • Delphi Management first reported a position in Principal Financial Group in Q2 2018 and held it in 3 quarters.
  • Delphi Management's Principal Financial Group position peaked at $2.17M in Q2 2018.
  • 591 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on Delphi Management's 13F filing for Q1 2019, filed 13 May 2019.