Great Diamond Partners’s Principal Financial Group PFG Stock Holding History

Great Diamond 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
2024 Q2	–	Sell	-6,700	Closed	-$578K	–	224
2024 Q1	$578K	Sell	6,700 -2,232	-25%	-$179K	0.13%	122
2023 Q4	$703K	Sell	8,932 -10,763	-55%	-$780K	0.17%	115
2023 Q3	$1.42M	Sell	19,695 -127	-0.6%	-$9.86K	0.38%	67
2023 Q2	$1.5M	Sell	19,822 -56	-0.3%	-$4.04K	0.4%	67
2023 Q1	$1.48M	Buy	19,878 +14,282	+255%	+$1.21M	0.43%	62
2022 Q4	$470K	Buy	+5,596	New	+$480K	0.14%	124
2020 Q1	–	Sell	-50	Closed	-$2K	–	462
2019 Q4	$2K	Buy	+50	New	+$2.74K	﹤0.01%	653

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 $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Great Diamond Partners's PFG Position: Q2 2024 in Review

Great Diamond Partners sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 6,700 shares — an estimated $578K sold.

Great Diamond Partners first reported a position in PFG in Q4 2019 and held it in 7 quarters. The position peaked at $1.5M in Q2 2023. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

Great Diamond Partners reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
Great Diamond Partners sold 6,700 Principal Financial Group shares in Q2 2024, an estimated $578K.
Great Diamond Partners first reported a position in Principal Financial Group in Q4 2019 and held it in 7 quarters.
Great Diamond Partners's Principal Financial Group position peaked at $1.5M in Q2 2023.
795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Great Diamond Partners's 13F filing for Q2 2024, filed 29 Jul 2024.