Jupiter Investment Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.08M | Buy |
25,993
+14,237
| +121% | +$591K | 0.02% | 279 |
|
|
2020
Q1 | $368K | Sell |
11,756
-482,036
| -98% | -$15.1M | 0.01% | 300 |
|
|
2019
Q4 | $27.2M | Buy |
493,792
+10,109
| +2% | +$556K | 0.38% | 83 |
|
|
2019
Q3 | $27.6M | Buy |
483,683
+437,299
| +943% | +$25M | 0.36% | 84 |
|
|
2019
Q2 | $2.69M | Buy |
+46,384
| New | +$2.69M | 0.03% | 218 |
|
|
2019
Q1 | – | Sell |
-23,231
| Closed | -$1.03M | – | 415 |
|
|
2018
Q4 | $1.03M | Buy |
+23,231
| New | +$1.03M | 0.01% | 235 |
|
|
2018
Q3 | – | Sell |
-14,577
| Closed | -$771K | – | 432 |
|
|
2018
Q2 | $771K | Sell |
14,577
-977,956
| -99% | -$51.7M | 0.01% | 304 |
|
|
2018
Q1 | $60.5M | Sell |
992,533
-619,977
| -38% | -$37.8M | 0.48% | 67 |
|
|
2017
Q4 | $114M | Buy |
1,612,510
+431,914
| +37% | +$30.5M | 1.05% | 33 |
|
|
2017
Q3 | $76M | Buy |
1,180,596
+603,342
| +105% | +$38.8M | 0.79% | 41 |
|
|
2017
Q2 | $37M | Buy |
577,254
+435,064
| +306% | +$27.9M | 0.45% | 72 |
|
|
2017
Q1 | $8.97M | Buy |
142,190
+134,445
| +1,736% | +$8.48M | 0.13% | 121 |
|
|
2016
Q4 | $448K | Sell |
7,745
-149,669
| -95% | -$8.66M | 0.01% | 265 |
|
|
2016
Q3 | $8.11M | Buy |
157,414
+102,830
| +188% | +$5.3M | 0.14% | 123 |
|
|
2016
Q2 | $2.24M | Buy |
54,584
+6,530
| +14% | +$268K | 0.04% | 243 |
|
|
2016
Q1 | $1.9M | Buy |
48,054
+44,475
| +1,243% | +$1.75M | 0.04% | 252 |
|
|
2015
Q4 | $160K | Sell |
3,579
-90,360
| -96% | -$4.04M | ﹤0.01% | 228 |
|
|
2015
Q3 | $4.45M | Buy |
93,939
+87,739
| +1,415% | +$4.15M | 0.13% | 140 |
|
|
2015
Q2 | $317K | Sell |
6,200
-145,612
| -96% | -$7.45M | 0.01% | 225 |
|
|
2015
Q1 | $7.8M | Buy |
151,812
+107,986
| +246% | +$5.55M | 0.25% | 92 |
|
|
2014
Q4 | $2.28M | Hold |
43,826
| – | – | 0.08% | 161 |
|
|
2014
Q3 | $2.3M | Buy |
43,826
+4,284
| +11% | +$225K | 0.11% | 155 |
|
|
2014
Q2 | $2M | Sell |
39,542
-38,607
| -49% | -$1.95M | 0.11% | 179 |
|
|
2014
Q1 | $3.59M | Sell |
78,149
-11,220
| -13% | -$516K | 0.24% | 107 |
|
|
2013
Q4 | $4.41M | Buy |
89,369
+29,203
| +49% | +$1.44M | 0.37% | 85 |
|
|
2013
Q3 | $2.58M | Buy |
+60,166
| New | +$2.58M | 0.24% | 145 |
|