MIFH
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Migdal Insurance & Financial Holdings’s Principal Financial Group PFG Stock Holding History

Migdal Insurance & Financial 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
2020
Q3 		– Sell
-1,932
Closed -$80K – 751
2020
Q2 		$80K Sell
1,932
-12
-0.6% -$438 ﹤0.01% 449
2020
Q1 		$61K Sell
1,944
-1,040
-35% -$49.2K ﹤0.01% 458
2019
Q4 		$164K Buy
2,984
+193
+7% +$10.6K ﹤0.01% 446
2019
Q3 		$159K Sell
2,791
-39
-1% -$2.2K ﹤0.01% 502
2019
Q2 		$164K Buy
2,830
+745
+36% +$41.1K ﹤0.01% 498
2019
Q1 		$105K Buy
2,085
+1,620
+348% +$80.3K ﹤0.01% 507
2018
Q4 		$21K Sell
465
-5,304
-92% -$261K ﹤0.01% 639
2018
Q3 		$338K Buy
5,769
+4,223
+273% +$235K 0.01% 462
2018
Q2 		$82K Buy
1,546
+1,001
+184% +$58.2K ﹤0.01% 541
2018
Q1 		$33K Buy
+545
New +$35.9K ﹤0.01% 470

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

Migdal Insurance & Financial Holdings's PFG Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 1,932 shares — an estimated $80K sold.

Migdal Insurance & Financial Holdings first reported a position in PFG in Q1 2018 and held it in 10 quarters. The position peaked at $338K in Q3 2018. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Migdal Insurance & Financial Holdings reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,932 Principal Financial Group shares in Q3 2020, an estimated $80K.
  • Migdal Insurance & Financial Holdings first reported a position in Principal Financial Group in Q1 2018 and held it in 10 quarters.
  • Migdal Insurance & Financial Holdings's Principal Financial Group position peaked at $338K in Q3 2018.
  • 568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.