Echo Street Capital Management’s Principal Financial Group PFG Stock Holding History

Echo Street Capital 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	–	Sell	-6,378	Closed	-$460K	–	320
2023 Q3	$460K	Buy	+6,378	New	+$495K	﹤0.01%	284
2023 Q2	–	Sell	-5,052	Closed	-$375K	–	566
2023 Q1	$375K	Buy	5,052 +1,331	+36%	+$113K	﹤0.01%	330
2022 Q4	$312K	Buy	+3,721	New	+$319K	﹤0.01%	400
2022 Q1	–	Sell	-3,786	Closed	-$274K	–	712
2021 Q4	$274K	Sell	3,786 -409	-10%	-$28.5K	﹤0.01%	527
2021 Q3	$270K	Buy	+4,195	New	+$269K	﹤0.01%	536
2021 Q2	–	Sell	-7,913	Closed	-$474K	–	685
2021 Q1	$474K	Buy	+7,913	New	+$441K	﹤0.01%	310
2020 Q3	–	Sell	-16,349	Closed	-$679K	–	304
2020 Q2	$679K	Buy	+16,349	New	+$596K	0.01%	316

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 $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return

Echo Street Capital Management's PFG Position: Q4 2023 in Review

Echo Street Capital Management sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 6,378 shares — an estimated $460K sold.

Echo Street Capital Management first reported a position in PFG in Q2 2020 and held it in 7 quarters. The position peaked at $679K in Q2 2020. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

Echo Street Capital Management reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,378 Principal Financial Group shares in Q4 2023, an estimated $460K.
Echo Street Capital Management first reported a position in Principal Financial Group in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's Principal Financial Group position peaked at $679K in Q2 2020.
756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.