Eagle Ridge Investment Management’s Principal Financial Group PFG Stock Holding History

Eagle Ridge Investment 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
2020 Q1	–	Sell	-148,175	Closed	-$8.15M	–	146
2019 Q4	$8.15M	Sell	148,175 -2,826	-2%	-$155K	1.09%	39
2019 Q3	$8.63M	Sell	151,001 -939	-0.6%	-$52.9K	1.25%	30
2019 Q2	$8.8M	Sell	151,940 -2,028	-1%	-$112K	1.28%	28
2019 Q1	$7.73M	Buy	153,968 +84,185	+121%	+$4.17M	1.14%	33
2018 Q4	$3.08M	Buy	+69,783	New	+$3.43M	0.52%	59

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

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

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

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

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Eagle Ridge Investment Management's PFG Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 148,175 shares — an estimated $8.15M sold.

Eagle Ridge Investment Management first reported a position in PFG in Q4 2018 and held it in 5 quarters. The position peaked at $8.8M in Q2 2019. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

Eagle Ridge Investment Management reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
Eagle Ridge Investment Management sold 148,175 Principal Financial Group shares in Q1 2020, an estimated $8.15M.
Eagle Ridge Investment Management first reported a position in Principal Financial Group in Q4 2018 and held it in 5 quarters.
Eagle Ridge Investment Management's Principal Financial Group position peaked at $8.8M in Q2 2019.
565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.