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Meitav Investment House’s Principal Financial Group PFG Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-6,016
Closed -$331K – 430
2019
Q4 		$331K Hold
6,016
– – 0.02% 306
2019
Q3 		$342K Buy
+6,016
New +$339K 0.02% 301

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Meitav Investment House's PFG Position: Q1 2020 in Review

Meitav Investment House sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 6,016 shares — an estimated $331K sold.

Meitav Investment House first reported a position in PFG in Q3 2019 and held it in 2 quarters. The position peaked at $342K in Q3 2019. 564 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Meitav Investment House reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Meitav Investment House sold 6,016 Principal Financial Group shares in Q1 2020, an estimated $331K.
  • Meitav Investment House first reported a position in Principal Financial Group in Q3 2019 and held it in 2 quarters.
  • Meitav Investment House's Principal Financial Group position peaked at $342K in Q3 2019.
  • 564 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Meitav Investment House's 13F filing for Q1 2020, filed 11 May 2020.