Lord, Abbett & Co
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Lord, Abbett & Co’s Principal Financial Group PFG Stock Holding History

Lord, Abbett & Co’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
2017
Q4 		– Sell
-119,600
Closed -$7.7M – 894
2017
Q3 		$7.7M Sell
119,600
-9,400
-7% -$605K 0.02% 678
2017
Q2 		$8.27M Sell
129,000
-155,200
-55% -$9.85M 0.02% 665
2017
Q1 		$17.9M Buy
284,200
+91,900
+48% +$5.61M 0.05% 465
2016
Q4 		$11.1M Buy
192,300
+117,100
+156% +$6.56M 0.03% 534
2016
Q3 		$3.87M Buy
+75,200
New +$3.52M 0.01% 775
2014
Q2 		– Sell
-157,100
Closed -$7.22M – 1057
2014
Q1 		$7.22M Buy
+157,100
New +$7.19M 0.02% 731

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lord, Abbett & Co's PFG Position: Q4 2017 in Review

Lord, Abbett & Co sold out of Principal Financial Group (PFG) in Q4 2017, closing a stake of 119,600 shares — an estimated $7.7M sold.

Lord, Abbett & Co first reported a position in PFG in Q1 2014 and held it in 6 quarters. The position peaked at $17.9M in Q1 2017. 631 funds tracked by Wall St. Rank hold PFG as of Q4 2017.

  • Lord, Abbett & Co reported no remaining Principal Financial Group position as of Q4 2017 after selling out during the quarter.
  • Lord, Abbett & Co sold 119,600 Principal Financial Group shares in Q4 2017, an estimated $7.7M.
  • Lord, Abbett & Co first reported a position in Principal Financial Group in Q1 2014 and held it in 6 quarters.
  • Lord, Abbett & Co's Principal Financial Group position peaked at $17.9M in Q1 2017.
  • 631 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2017.

Based on Lord, Abbett & Co's 13F filing for Q4 2017, filed 14 Feb 2018.