Hanseatic Management Services’s Principal Financial Group PFG Stock Holding History

Hanseatic Management Services’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
2023 Q1	–	Sell	-411	Closed	-$34K	–	133
2022 Q4	$34K	Buy	+411	New	+$35.3K	0.09%	59
2014 Q4	–	Sell	-7,920	Closed	-$416K	–	386
2014 Q3	$416K	Buy	+7,920	New	+$414K	0.22%	115
2014 Q1	–	Sell	-8,230	Closed	-$406K	–	279
2013 Q4	$406K	Hold	8,230	–	–	0.26%	115
2013 Q3	$352K	Sell	8,230 -610	-7%	-$25.4K	0.24%	113
2013 Q2	$331K	Buy	+8,840	New	+$323K	0.2%	107

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Hanseatic Management Services's PFG Position: Q1 2023 in Review

Hanseatic Management Services sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 411 shares — an estimated $34K sold.

Hanseatic Management Services first reported a position in PFG in Q2 2013 and held it in 5 quarters. The position peaked at $416K in Q3 2014. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

Hanseatic Management Services reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
Hanseatic Management Services sold 411 Principal Financial Group shares in Q1 2023, an estimated $34K.
Hanseatic Management Services first reported a position in Principal Financial Group in Q2 2013 and held it in 5 quarters.
Hanseatic Management Services's Principal Financial Group position peaked at $416K in Q3 2014.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Hanseatic Management Services's 13F filing for Q1 2023, filed 12 May 2023.