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O'Dell Group’s Principal Financial Group PFG Stock Holding History

O'Dell Group’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
-465
Closed -$36.6K – 365
2023
Q4 		$36.6K Buy
+465
New +$33.7K 0.01% 239
2023
Q3 		– Sell
-609
Closed -$46.2K – 359
2023
Q2 		$46.2K Buy
+609
New +$43.9K 0.01% 200
2022
Q4 		– Sell
-465
Closed -$34K – 302
2022
Q3 		$34K Hold
465
– – 0.01% 178
2022
Q2 		$31K Buy
465
+1
+0.2% +$70 0.01% 192
2022
Q1 		$34K Buy
464
+7
+2% +$507 0.01% 215
2021
Q4 		$33K Buy
457
+2
+0.4% +$140 0.01% 199
2021
Q3 		$29K Buy
+455
New +$29.2K 0.01% 206

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Dell Group's PFG Position: Q1 2024 in Review

O'Dell Group sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 465 shares — an estimated $36.6K sold.

O'Dell Group first reported a position in PFG in Q3 2021 and held it in 7 quarters. The position peaked at $46.2K in Q2 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • O'Dell Group reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 465 Principal Financial Group shares in Q1 2024, an estimated $36.6K.
  • O'Dell Group first reported a position in Principal Financial Group in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Principal Financial Group position peaked at $46.2K in Q2 2023.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.