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Kalos Management’s Principal Financial Group PFG Stock Holding History

Kalos 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
2020
Q4 		– Sell
-40,540
Closed -$1.91M – 259
2020
Q3 		$1.91M Sell
40,540
-3,989
-9% -$170K 0.85% 37
2020
Q2 		$2.05M Sell
44,529
-6,752
-13% -$246K 0.86% 39
2020
Q1 		$1.87M Buy
51,281
+13,107
+34% +$620K 0.83% 38
2019
Q4 		$2.1M Sell
38,174
-1,959
-5% -$107K 0.77% 43
2019
Q3 		$2.29M Buy
+40,133
New +$2.26M 0.91% 29

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kalos Management's PFG Position: Q4 2020 in Review

Kalos Management sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 40,540 shares — an estimated $1.91M sold.

Kalos Management first reported a position in PFG in Q3 2019 and held it in 5 quarters. The position peaked at $2.29M in Q3 2019. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Kalos Management reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Kalos Management sold 40,540 Principal Financial Group shares in Q4 2020, an estimated $1.91M.
  • Kalos Management first reported a position in Principal Financial Group in Q3 2019 and held it in 5 quarters.
  • Kalos Management's Principal Financial Group position peaked at $2.29M in Q3 2019.
  • 620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Kalos Management's 13F filing for Q4 2020, filed 11 Feb 2021.