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Hillsdale Investment Management’s Principal Financial Group PFG Stock Holding History

Hillsdale Investment Management’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
Q3 		– Sell
-7,160
Closed -$562K – 681
2024
Q2 		$562K Hold
7,160
– – 0.04% 312
2024
Q1 		$618K Buy
+7,160
New +$575K 0.05% 277
2021
Q4 		– Sell
-200
Closed -$13K – 603
2021
Q3 		$13K Buy
+200
New +$12.8K ﹤0.01% 525
2019
Q4 		– Sell
-700
Closed -$40K – 646
2019
Q3 		$40K Buy
+700
New +$39.4K ﹤0.01% 457

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Hillsdale Investment Management's PFG Position: Q3 2024 in Review

Hillsdale Investment Management sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 7,160 shares — an estimated $562K sold.

Hillsdale Investment Management first reported a position in PFG in Q3 2019 and held it in 4 quarters. The position peaked at $618K in Q1 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • Hillsdale Investment Management reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 7,160 Principal Financial Group shares in Q3 2024, an estimated $562K.
  • Hillsdale Investment Management first reported a position in Principal Financial Group in Q3 2019 and held it in 4 quarters.
  • Hillsdale Investment Management's Principal Financial Group position peaked at $618K in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.