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Kaizen Advisory’s Principal Financial Group PFG Stock Holding History

Kaizen Advisory’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
2018
Q4 		$35K Buy
790
+159
+25% +$7.83K 0.02% 400
2018
Q3 		$37K Hold
631
– – 0.02% 396
2018
Q2 		$33K Buy
631
+379
+150% +$22K 0.02% 439
2018
Q1 		$15K Hold
252
– – 0.01% 388
2017
Q4 		$18K Buy
+252
New +$17.4K 0.01% 346

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's PFG Position: Q4 2018 in Review

Kaizen Advisory increased its Principal Financial Group (PFG) stake by 25% in Q4 2018, buying an estimated $7.83K and bringing the position to 790 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #400.

Kaizen Advisory first reported a position in PFG in Q4 2017 and has held it in 5 quarters since. The position peaked at $37K in Q3 2018. 572 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • Kaizen Advisory held 790 shares of Principal Financial Group worth $35K as of Q4 2018.
  • Kaizen Advisory bought 159 Principal Financial Group shares in Q4 2018, an estimated $7.83K.
  • Principal Financial Group made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #400 holding.
  • Kaizen Advisory first reported a position in Principal Financial Group in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Principal Financial Group position peaked at $37K in Q3 2018.
  • 572 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.