EI
PFG icon

EDMP Inc’s Principal Financial Group PFG Stock Holding History

EDMP Inc’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
2022
Q4 		– Sell
-38,752
Closed -$2.8M – 58
2022
Q3 		$2.8M Sell
38,752
-430
-1% -$30.9K 2.98% 14
2022
Q2 		$2.62M Hold
39,182
– – 2.56% 16
2022
Q1 		$2.88M Sell
39,182
-853
-2% -$61.8K 2.7% 15
2021
Q4 		$2.9M Sell
40,035
-578
-1% -$40.3K 2.88% 13
2021
Q3 		$2.62M Buy
40,613
+924
+2% +$59.3K 2.77% 14
2021
Q2 		$2.51M Buy
39,689
+24
+0.1% +$1.53K 2.63% 15
2021
Q1 		$2.38M Sell
39,665
-414
-1% -$23.1K 2.52% 16
2020
Q4 		$1.99M Sell
40,079
-695
-2% -$31.8K 2.71% 12
2020
Q3 		$1.64M Sell
40,774
-533
-1% -$22.7K 2.41% 18
2020
Q2 		$1.72M Sell
41,307
-3,981
-9% -$145K 2.67% 17
2020
Q1 		$1.42M Buy
45,288
+587
+1% +$27.8K 1.26% 28
2019
Q4 		$2.46M Buy
44,701
+5,183
+13% +$284K 2.1% 19
2019
Q3 		$2.21M Buy
39,518
+12,878
+48% +$725K 1.96% 20
2019
Q2 		$1.54M Buy
26,640
+2,430
+10% +$134K 1.41% 28
2019
Q1 		$1.22M Buy
24,210
+1,935
+9% +$95.9K 1.19% 28
2018
Q4 		$984K Buy
22,275
+340
+2% +$16.7K 1.1% 29
2018
Q3 		$1.28M Buy
+21,935
New +$1.22M 1.21% 31

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EDMP Inc's PFG Position: Q4 2022 in Review

EDMP Inc sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 38,752 shares — an estimated $2.8M sold.

EDMP Inc first reported a position in PFG in Q3 2018 and held it in 17 quarters. The position peaked at $2.9M in Q4 2021. 783 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • EDMP Inc reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
  • EDMP Inc sold 38,752 Principal Financial Group shares in Q4 2022, an estimated $2.8M.
  • EDMP Inc first reported a position in Principal Financial Group in Q3 2018 and held it in 17 quarters.
  • EDMP Inc's Principal Financial Group position peaked at $2.9M in Q4 2021.
  • 783 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on EDMP Inc's 13F filing for Q4 2022, filed 1 Feb 2023.