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Lee Financial’s Principal Financial Group PFG Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-507
Closed -$39.9K – 629
2023
Q4 		$39.9K Buy
507
+52
+11% +$3.77K 0.01% 253
2023
Q3 		$32.8K Hold
455
– – 0.01% 258
2023
Q2 		$34.5K Sell
455
-25
-5% -$1.8K 0.01% 248
2023
Q1 		$35.7K Sell
480
-43
-8% -$3.65K 0.01% 254
2022
Q4 		$43.9K Sell
523
-129
-20% -$11.1K 0.01% 264
2022
Q3 		$47K Sell
652
-253
-28% -$18.2K 0.01% 252
2022
Q2 		$60K Buy
+905
New +$63.7K 0.01% 231
2022
Q1 		– Sell
-30
Closed -$2K – 910
2021
Q4 		$2K Buy
+30
New +$2.09K ﹤0.01% 770

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

Lee Financial's PFG Position: Q1 2024 in Review

Lee Financial sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 507 shares — an estimated $39.9K sold.

Lee Financial first reported a position in PFG in Q4 2021 and held it in 8 quarters. The position peaked at $60K in Q2 2022. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Lee Financial reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 507 Principal Financial Group shares in Q1 2024, an estimated $39.9K.
  • Lee Financial first reported a position in Principal Financial Group in Q4 2021 and held it in 8 quarters.
  • Lee Financial's Principal Financial Group position peaked at $60K in Q2 2022.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.