EARNEST Partners’s Principal Financial Group PFG Stock Holding History

EARNEST Partners’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	–	Sell	-116	Closed	-$8.36K	–	876
2023 Q3	$8.36K	Hold	116	–	–	﹤0.01%	679
2023 Q2	$8.8K	Hold	116	–	–	﹤0.01%	667
2023 Q1	$8.62K	Hold	116	–	–	﹤0.01%	656
2022 Q4	$9.73K	Hold	116	–	–	﹤0.01%	621
2022 Q3	$8K	Hold	116	–	–	﹤0.01%	646
2022 Q2	$8K	Hold	116	–	–	﹤0.01%	673
2022 Q1	$9K	Hold	116	–	–	﹤0.01%	690
2021 Q4	$8K	Hold	116	–	–	﹤0.01%	732
2021 Q3	$7K	Hold	116	–	–	﹤0.01%	760
2021 Q2	$7K	Hold	116	–	–	﹤0.01%	766
2021 Q1	$7K	Hold	116	–	–	﹤0.01%	742
2020 Q4	$6K	Hold	116	–	–	﹤0.01%	775
2020 Q3	$5K	Hold	116	–	–	﹤0.01%	774
2020 Q2	$5K	Hold	116	–	–	﹤0.01%	735
2020 Q1	$4K	Hold	116	–	–	﹤0.01%	737
2019 Q4	$6K	Hold	116	–	–	﹤0.01%	731
2019 Q3	$7K	Hold	116	–	–	﹤0.01%	663
2019 Q2	$7K	Hold	116	–	–	﹤0.01%	669
2019 Q1	$6K	Hold	116	–	–	﹤0.01%	699
2018 Q4	$5K	Hold	116	–	–	﹤0.01%	718
2018 Q3	$7K	Hold	116	–	–	﹤0.01%	676
2018 Q2	$6K	Hold	116	–	–	﹤0.01%	712
2018 Q1	$7K	Hold	116	–	–	﹤0.01%	649
2017 Q4	$8K	Buy	+116	New	+$7.99K	﹤0.01%	610
2017 Q1	–	Sell	-116	Closed	-$7K	–	723
2016 Q4	$7K	Buy	+116	New	+$6.5K	﹤0.01%	602

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EARNEST Partners's PFG Position: Q4 2023 in Review

EARNEST Partners sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 116 shares — an estimated $8.36K sold.

EARNEST Partners first reported a position in PFG in Q4 2016 and held it in 25 quarters. The position peaked at $9.73K in Q4 2022. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

EARNEST Partners reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 116 Principal Financial Group shares in Q4 2023, an estimated $8.36K.
EARNEST Partners first reported a position in Principal Financial Group in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Principal Financial Group position peaked at $9.73K in Q4 2022.
756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.