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Hoese & Co’s Principal Financial Group PFG Stock Holding History

Hoese & Co’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
Q3 		– Sell
-100
Closed -$7.58K – 165
2023
Q2 		$7.58K Hold
100
– – 0.01% 138
2023
Q1 		$8.96K Sell
100
-124
-55% -$10.5K 0.01% 130
2022
Q4 		$20K Hold
224
– – 0.02% 104
2022
Q3 		$16K Hold
224
– – 0.02% 114
2022
Q2 		$15K Hold
224
– – 0.02% 119
2022
Q1 		$16K Hold
224
– – 0.02% 125
2021
Q4 		$16K Buy
224
+124
+124% +$8.65K 0.02% 125
2021
Q3 		$6K Hold
100
– – 0.01% 157
2021
Q2 		$6K Hold
100
– – 0.01% 162
2021
Q1 		$6K Buy
+100
New +$5.57K 0.01% 99

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hoese & Co's PFG Position: Q3 2023 in Review

Hoese & Co sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 100 shares — an estimated $7.58K sold.

Hoese & Co first reported a position in PFG in Q1 2021 and held it in 10 quarters. The position peaked at $20K in Q4 2022. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Hoese & Co reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Hoese & Co sold 100 Principal Financial Group shares in Q3 2023, an estimated $7.58K.
  • Hoese & Co first reported a position in Principal Financial Group in Q1 2021 and held it in 10 quarters.
  • Hoese & Co's Principal Financial Group position peaked at $20K in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Hoese & Co's 13F filing for Q3 2023, filed 11 Oct 2023.