OIM
PFG icon

Oder Investment Management’s Principal Financial Group PFG Stock Holding History

Oder Investment Management’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
2021
Q1 		– Sell
-1,800
Closed -$90K – 371
2020
Q4 		$90K Buy
+1,800
New +$82.5K 0.09% 125

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oder Investment Management's PFG Position: Q1 2021 in Review

Oder Investment Management sold out of Principal Financial Group (PFG) in Q1 2021, closing a stake of 1,800 shares — an estimated $90K sold.

Oder Investment Management first reported a position in PFG in Q4 2020 and held it in 1 quarter. The position peaked at $90K in Q4 2020. 645 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

  • Oder Investment Management reported no remaining Principal Financial Group position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 1,800 Principal Financial Group shares in Q1 2021, an estimated $90K.
  • Oder Investment Management first reported a position in Principal Financial Group in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's Principal Financial Group position peaked at $90K in Q4 2020.
  • 645 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.