Elliott Investment Management’s Principal Financial Group PFG Stock Holding History

Elliott 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
2022 Q3	–	Sell	-5,000	Closed	-$334K	–	46
2022 Q2	$334K	Hold	5,000	–	–	﹤0.01%	42
2022 Q1	$367K	Hold	5,000	–	–	﹤0.01%	45
2021 Q4	$362K	Hold	5,000	–	–	﹤0.01%	44
2021 Q3	$322K	Hold	5,000	–	–	﹤0.01%	46
2021 Q2	$316K	Hold	5,000	–	–	﹤0.01%	49
2021 Q1	$300K	Buy	+5,000	New	+$279K	﹤0.01%	61

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Elliott Investment Management's PFG Position: Q3 2022 in Review

Elliott Investment Management sold out of Principal Financial Group (PFG) in Q3 2022, closing a stake of 5,000 shares — an estimated $334K sold.

Elliott Investment Management first reported a position in PFG in Q1 2021 and held it in 6 quarters. The position peaked at $367K in Q1 2022. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

Elliott Investment Management reported no remaining Principal Financial Group position as of Q3 2022 after selling out during the quarter.
Elliott Investment Management sold 5,000 Principal Financial Group shares in Q3 2022, an estimated $334K.
Elliott Investment Management first reported a position in Principal Financial Group in Q1 2021 and held it in 6 quarters.
Elliott Investment Management's Principal Financial Group position peaked at $367K in Q1 2022.
705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Elliott Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.