OQS
PFG icon

Occudo Quantitative Strategies’s Principal Financial Group PFG Stock Holding History

Occudo Quantitative Strategies’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
-19,218
Closed -$1.51M – 972
2023
Q4 		$1.51M Buy
19,218
+12,526
+187% +$907K 0.21% 138
2023
Q3 		$482K Sell
6,692
-14,081
-68% -$1.09M 0.06% 510
2023
Q2 		$1.58M Buy
+20,773
New +$1.5M 0.16% 189
2023
Q1 		– Sell
-42,101
Closed -$3.53M – 1126
2022
Q4 		$3.53M Buy
+42,101
New +$3.61M 0.41% 46
2022
Q2 		– Sell
-71,002
Closed -$5.21M – 1328
2022
Q1 		$5.21M Buy
+71,002
New +$5.14M 0.44% 27

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return