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JMAC Enterprises’s Principal Financial Group PFG Stock Holding History

JMAC Enterprises’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
-6,000
Closed -$504K – 189
2022
Q4 		$504K Sell
6,000
-800
-12% -$68.6K 0.14% 117
2022
Q3 		$491K Hold
6,800
– – 0.14% 125
2022
Q2 		$454K Hold
6,800
– – 0.12% 132
2022
Q1 		$499K Hold
6,800
– – 0.12% 126
2021
Q4 		$521K Buy
+6,800
New +$475K 0.12% 124

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JMAC Enterprises's PFG Position: Q1 2023 in Review

JMAC Enterprises sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 6,000 shares — an estimated $504K sold.

JMAC Enterprises first reported a position in PFG in Q4 2021 and held it in 5 quarters. The position peaked at $521K in Q4 2021. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • JMAC Enterprises reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • JMAC Enterprises sold 6,000 Principal Financial Group shares in Q1 2023, an estimated $504K.
  • JMAC Enterprises first reported a position in Principal Financial Group in Q4 2021 and held it in 5 quarters.
  • JMAC Enterprises's Principal Financial Group position peaked at $521K in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on JMAC Enterprises's 13F filing for Q1 2023, filed 20 Apr 2023.