GDP
PFG icon

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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return