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Madison Investment Holdings’s Principal Financial Group PFG Stock Holding History

Madison Investment Holdings’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
2019
Q3 		$7.16M Sell
125,335
-230
-0.2% -$12.9K 0.12% 147
2019
Q2 		$7.27M Buy
+125,565
New +$6.92M 0.13% 138

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Madison Investment Holdings's PFG Position: Q3 2019 in Review

Madison Investment Holdings reduced its Principal Financial Group (PFG) stake by 0.18% in Q3 2019, selling an estimated $12.9K and leaving 125,335 shares worth $7.16M. The position accounts for 0.12% of the portfolio, ranked #147.

Madison Investment Holdings first reported a position in PFG in Q2 2019 and has held it in 2 quarters since. The position peaked at $7.27M in Q2 2019. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Madison Investment Holdings held 125,335 shares of Principal Financial Group worth $7.16M as of Q3 2019.
  • Madison Investment Holdings sold 230 Principal Financial Group shares in Q3 2019, an estimated $12.9K.
  • Principal Financial Group made up 0.12% of Madison Investment Holdings's portfolio in Q3 2019, its #147 holding.
  • Madison Investment Holdings first reported a position in Principal Financial Group in Q2 2019 and has held it in 2 quarters since.
  • Madison Investment Holdings's Principal Financial Group position peaked at $7.27M in Q2 2019.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.