Eudaimonia Partners’s Principal Financial Group PFG Stock Holding History

Eudaimonia 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
2022 Q4	–	Sell	-3,114	Closed	-$225K	–	357
2022 Q3	$225K	Buy	3,114 +3	+0.1%	+$215	0.06%	285
2022 Q2	$208K	Buy	3,111 +47	+2%	+$3.31K	0.04%	362
2022 Q1	$225K	Buy	+3,064	New	+$222K	0.04%	363
2021 Q2	–	Sell	-415	Closed	-$25K	–	1078
2021 Q1	$25K	Buy	415 +4	+1%	+$223	0.01%	867
2020 Q4	$20K	Sell	411 -92	-18%	-$4.21K	﹤0.01%	873
2020 Q3	$20K	Buy	+503	New	+$21.4K	0.01%	795

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Eudaimonia Partners's PFG Position: Q4 2022 in Review

Eudaimonia Partners sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 3,114 shares — an estimated $225K sold.

Eudaimonia Partners first reported a position in PFG in Q3 2020 and held it in 6 quarters. The position peaked at $225K in Q3 2022. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

Eudaimonia Partners reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
Eudaimonia Partners sold 3,114 Principal Financial Group shares in Q4 2022, an estimated $225K.
Eudaimonia Partners first reported a position in Principal Financial Group in Q3 2020 and held it in 6 quarters.
Eudaimonia Partners's Principal Financial Group position peaked at $225K in Q3 2022.
782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Eudaimonia Partners's 13F filing for Q4 2022, filed 24 Jan 2023.