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Ovata Capital Management’s Principal Financial Group PFG Stock Holding History

Ovata Capital 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
2020
Q3 		– Sell
-480
Closed -$20K – 153
2020
Q2 		$20K Buy
+480
New +$17.5K 0.01% 153

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

Ovata Capital Management's PFG Position: Q3 2020 in Review

Ovata Capital Management sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 480 shares — an estimated $20K sold.

Ovata Capital Management first reported a position in PFG in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Ovata Capital Management reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 480 Principal Financial Group shares in Q3 2020, an estimated $20K.
  • Ovata Capital Management first reported a position in Principal Financial Group in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Principal Financial Group position peaked at $20K in Q2 2020.
  • 568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.