Desjardins Global Asset Management’s Principal Financial Group PFG Stock Holding History

Desjardins Global Asset 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 Q4	$109K	Sell	1,388 -5,800	-81%	-$420K	0.01%	456
2023 Q3	$518K	Buy	7,188 +1,455	+25%	+$113K	0.06%	256
2023 Q2	$435K	Buy	5,733 +4,023	+235%	+$290K	0.05%	313
2023 Q1	$127K	Buy	1,710 +888	+108%	+$75.3K	0.02%	450
2022 Q4	$68K	Sell	822 -20	-2%	-$1.72K	0.01%	419
2022 Q3	$60K	Hold	842	–	–	0.01%	416
2022 Q2	$56K	Hold	842	–	–	0.01%	411
2022 Q1	$61K	Sell	842 -52	-6%	-$3.76K	0.01%	406
2021 Q4	$64K	Buy	+894	New	+$62.4K	0.01%	418

Other funds holding PFG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Desjardins Global Asset Management's PFG Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Principal Financial Group (PFG) stake by 81% in Q4 2023, selling an estimated $420K and leaving 1,388 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #456.

Desjardins Global Asset Management first reported a position in PFG in Q4 2021 and has held it in 9 quarters since. The position peaked at $518K in Q3 2023. 755 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

Desjardins Global Asset Management held 1,388 shares of Principal Financial Group worth $109K as of Q4 2023.
Desjardins Global Asset Management sold 5,800 Principal Financial Group shares in Q4 2023, an estimated $420K.
Principal Financial Group made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #456 holding.
Desjardins Global Asset Management first reported a position in Principal Financial Group in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Principal Financial Group position peaked at $518K in Q3 2023.
755 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.