First Manhattan’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-158
| Closed | -$11.4K | – | 1535 |
|
|
2023
Q3 | $11.4K | Hold |
158
| – | – | ﹤0.01% | 1113 |
|
|
2023
Q2 | $12K | Sell |
158
-98
| -38% | -$7.06K | ﹤0.01% | 1109 |
|
|
2023
Q1 | $19K | Hold |
256
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q4 | $21.5K | Hold |
256
| – | – | ﹤0.01% | 1097 |
|
|
2022
Q3 | $18K | Buy |
256
+158
| +161% | +$11.3K | ﹤0.01% | 1110 |
|
|
2022
Q2 | $6K | Hold |
98
| – | – | ﹤0.01% | 1312 |
|
|
2022
Q1 | $7K | Hold |
98
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q4 | $7K | Hold |
98
| – | – | ﹤0.01% | 1330 |
|
|
2021
Q3 | $6K | Hold |
98
| – | – | ﹤0.01% | 1364 |
|
|
2021
Q2 | $6K | Hold |
98
| – | – | ﹤0.01% | 1362 |
|
|
2021
Q1 | $5K | Hold |
98
| – | – | ﹤0.01% | 1342 |
|
|
2020
Q4 | $4K | Hold |
98
| – | – | ﹤0.01% | 1232 |
|
|
2020
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q2 | $4K | Hold |
98
| – | – | ﹤0.01% | 1270 |
|
|
2020
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q4 | $5K | Sell |
98
-549
| -85% | -$30.1K | ﹤0.01% | 1203 |
|
|
2019
Q3 | $36K | Sell |
647
-38
| -6% | -$2.14K | ﹤0.01% | 953 |
|
|
2019
Q2 | $39K | Hold |
685
| – | – | ﹤0.01% | 968 |
|
|
2019
Q1 | $34K | Hold |
685
| – | – | ﹤0.01% | 1017 |
|
|
2018
Q4 | $30K | Hold |
685
| – | – | ﹤0.01% | 1006 |
|
|
2018
Q3 | $40K | Buy |
685
+510
| +291% | +$28.4K | ﹤0.01% | 1021 |
|
|
2018
Q2 | $9K | Hold |
175
| – | – | ﹤0.01% | 1200 |
|
|
2018
Q1 | $10K | Hold |
175
| – | – | ﹤0.01% | 1194 |
|
|
2017
Q4 | $12K | Hold |
175
| – | – | ﹤0.01% | 1219 |
|
|
2017
Q3 | $11K | Hold |
175
| – | – | ﹤0.01% | 1208 |
|
|
2017
Q2 | $11K | Hold |
175
| – | – | ﹤0.01% | 1160 |
|
|
2017
Q1 | $11K | Hold |
175
| – | – | ﹤0.01% | 1173 |
|
|
2016
Q4 | $10K | Hold |
175
| – | – | ﹤0.01% | 1169 |
|
|
2016
Q3 | $9K | Hold |
175
| – | – | ﹤0.01% | 1201 |
|
|
2016
Q2 | $7K | Hold |
175
| – | – | ﹤0.01% | 1277 |
|
|
2016
Q1 | $6K | Hold |
175
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q4 | $7K | Hold |
175
| – | – | ﹤0.01% | 1225 |
|
|
2015
Q3 | $8K | Hold |
175
| – | – | ﹤0.01% | 1217 |
|
|
2015
Q2 | $8K | Hold |
175
| – | – | ﹤0.01% | 1240 |
|
|
2015
Q1 | $8K | Buy |
+175
| New | +$8.79K | ﹤0.01% | 1249 |
|
Other funds holding PFG
NLI
First Manhattan's PFG Position: Q4 2023 in Review
First Manhattan sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 158 shares — an estimated $11.4K sold.
First Manhattan first reported a position in PFG in Q1 2015 and held it in 35 quarters. The position peaked at $40K in Q3 2018. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.
- First Manhattan reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
- First Manhattan sold 158 Principal Financial Group shares in Q4 2023, an estimated $11.4K.
- First Manhattan first reported a position in Principal Financial Group in Q1 2015 and held it in 35 quarters.
- First Manhattan's Principal Financial Group position peaked at $40K in Q3 2018.
- 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.
Based on First Manhattan's 13F filing for Q4 2023, filed 13 Feb 2024.