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Parametrica Management’s Principal Financial Group PFG Stock Holding History

Parametrica 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
Q2 		– Sell
-10,188
Closed -$319K – 242
2020
Q1 		$319K Buy
+10,188
New +$482K 0.32% 81
2017
Q2 		– Sell
-5,757
Closed -$363K – 348
2017
Q1 		$363K Buy
+5,757
New +$351K 0.38% 96
2016
Q4 		– Sell
-4,478
Closed -$231K – 250
2016
Q3 		$231K Buy
+4,478
New +$209K 0.64% 82

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Parametrica Management's PFG Position: Q2 2020 in Review

Parametrica Management sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 10,188 shares — an estimated $319K sold.

Parametrica Management first reported a position in PFG in Q3 2016 and held it in 3 quarters. The position peaked at $363K in Q1 2017. 570 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

  • Parametrica Management reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
  • Parametrica Management sold 10,188 Principal Financial Group shares in Q2 2020, an estimated $319K.
  • Parametrica Management first reported a position in Principal Financial Group in Q3 2016 and held it in 3 quarters.
  • Parametrica Management's Principal Financial Group position peaked at $363K in Q1 2017.
  • 570 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Parametrica Management's 13F filing for Q2 2020, filed 17 Aug 2020.