Palladium Partners’s Principal Financial Group PFG Stock Holding History

Palladium Partners’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
2019 Q4	–	Sell	-87,443	Closed	-$5.12M	–	272
2019 Q3	$5.12M	Buy	87,443 +82,298	+1,600%	+$4.63M	0.36%	74
2019 Q2	$298K	Sell	5,145 -2,435	-32%	-$134K	0.02%	226
2019 Q1	$380K	Sell	7,580 -295	-4%	-$14.6K	0.03%	204
2018 Q4	$348K	Sell	7,875 -79,608	-91%	-$3.92M	0.03%	206
2018 Q3	$5.13M	Buy	87,483 +4,040	+5%	+$225K	0.35%	77
2018 Q2	$4.42M	Buy	83,443 +7,025	+9%	+$408K	0.32%	79
2018 Q1	$4.66M	Buy	76,418 +7,518	+11%	+$495K	0.34%	75
2017 Q4	$4.86M	Buy	+68,900	New	+$4.75M	0.35%	74

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Palladium Partners's PFG Position: Q4 2019 in Review

Palladium Partners sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 87,443 shares — an estimated $5.12M sold.

Palladium Partners first reported a position in PFG in Q4 2017 and held it in 8 quarters. The position peaked at $5.13M in Q3 2018. 613 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

Palladium Partners reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
Palladium Partners sold 87,443 Principal Financial Group shares in Q4 2019, an estimated $5.12M.
Palladium Partners first reported a position in Principal Financial Group in Q4 2017 and held it in 8 quarters.
Palladium Partners's Principal Financial Group position peaked at $5.13M in Q3 2018.
613 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Palladium Partners's 13F filing for Q4 2019, filed 6 Feb 2020.