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Girard Partners’s Principal Financial Group PFG Stock Holding History

Girard 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
2020
Q1 		– Sell
-6,159
Closed -$338K – 225
2019
Q4 		$338K Sell
6,159
-3,145
-34% -$172K 0.06% 185
2019
Q3 		$531K Sell
9,304
-4,224
-31% -$238K 0.1% 137
2019
Q2 		$783K Sell
13,528
-4,257
-24% -$235K 0.14% 129
2019
Q1 		$892K Sell
17,785
-9,064
-34% -$449K 0.17% 120
2018
Q4 		$1.19M Sell
26,849
-12,761
-32% -$628K 0.25% 95
2018
Q3 		$2.32M Buy
39,610
+5,908
+18% +$329K 0.41% 71
2018
Q2 		$1.78M Buy
33,702
+13,100
+64% +$761K 0.34% 85
2018
Q1 		$1.25M Buy
20,602
+10,570
+105% +$695K 0.29% 88
2017
Q4 		$708K Buy
10,032
+1,567
+19% +$108K 0.14% 147
2017
Q3 		$545K Sell
8,465
-190
-2% -$12.2K 0.11% 149
2017
Q2 		$555K Buy
8,655
+1,601
+23% +$102K 0.12% 150
2017
Q1 		$445K Buy
7,054
+1,906
+37% +$116K 0.11% 158
2016
Q4 		$298K Buy
+5,148
New +$288K 0.09% 174

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Girard Partners's PFG Position: Q1 2020 in Review

Girard Partners sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 6,159 shares — an estimated $338K sold.

Girard Partners first reported a position in PFG in Q4 2016 and held it in 13 quarters. The position peaked at $2.32M in Q3 2018. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Girard Partners reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Girard Partners sold 6,159 Principal Financial Group shares in Q1 2020, an estimated $338K.
  • Girard Partners first reported a position in Principal Financial Group in Q4 2016 and held it in 13 quarters.
  • Girard Partners's Principal Financial Group position peaked at $2.32M in Q3 2018.
  • 565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Girard Partners's 13F filing for Q1 2020, filed 1 May 2020.