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Grimes & Company’s Principal Financial Group PFG Stock Holding History

Grimes & Company’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
Q3 		– Sell
-5,651
Closed -$235K – 262
2020
Q2 		$235K Buy
+5,651
New +$206K 0.02% 226
2020
Q1 		– Sell
-6,281
Closed -$346K – 259
2019
Q4 		$346K Sell
6,281
-11
-0.2% -$602 0.02% 204
2019
Q3 		$360K Sell
6,292
-7,921
-56% -$446K 0.03% 193
2019
Q2 		$823K Sell
14,213
-127,109
-90% -$7M 0.06% 130
2019
Q1 		$7.09M Buy
141,322
+14,556
+11% +$721K 0.56% 53
2018
Q4 		$5.6M Sell
126,766
-10,604
-8% -$522K 0.55% 53
2018
Q3 		$8.05M Buy
137,370
+14,151
+11% +$789K 0.64% 47
2018
Q2 		$6.52M Sell
123,219
-1,637
-1% -$95.1K 0.58% 56
2018
Q1 		$7.61M Buy
124,856
+1,872
+2% +$123K 0.74% 40
2017
Q4 		$8.68M Sell
122,984
-3,115
-2% -$215K 0.84% 35
2017
Q3 		$8.11M Sell
126,099
-1,822
-1% -$117K 0.86% 36
2017
Q2 		$8.2M Sell
127,921
-10,774
-8% -$683K 0.91% 31
2017
Q1 		$8.75M Sell
138,695
-1,725
-1% -$105K 0.96% 24
2016
Q4 		$8.13M Sell
140,420
-3,572
-2% -$200K 0.94% 27
2016
Q3 		$7.42M Sell
143,992
-2,965
-2% -$139K 0.99% 27
2016
Q2 		$6.04M Buy
146,957
+20,204
+16% +$853K 0.81% 29
2016
Q1 		$5M Sell
126,753
-6,175
-5% -$238K 0.64% 44
2015
Q4 		$5.98M Sell
132,928
-6,684
-5% -$326K 0.81% 29
2015
Q3 		$6.61M Buy
139,612
+4,171
+3% +$216K 0.85% 27
2015
Q2 		$6.95M Buy
+135,441
New +$7.03M 0.98% 27

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

Grimes & Company's PFG Position: Q3 2020 in Review

Grimes & Company sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 5,651 shares — an estimated $235K sold.

Grimes & Company first reported a position in PFG in Q2 2015 and held it in 20 quarters. The position peaked at $8.75M in Q1 2017. 569 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Grimes & Company reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • Grimes & Company sold 5,651 Principal Financial Group shares in Q3 2020, an estimated $235K.
  • Grimes & Company first reported a position in Principal Financial Group in Q2 2015 and held it in 20 quarters.
  • Grimes & Company's Principal Financial Group position peaked at $8.75M in Q1 2017.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Grimes & Company's 13F filing for Q3 2020, filed 12 Nov 2020.