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PDT Partners’s Principal Financial Group PFG Stock Holding History

PDT 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
2020
Q4 		– Sell
-8,900
Closed -$358K – 819
2020
Q3 		$358K Buy
+8,900
New +$379K 0.02% 521
2015
Q4 		– Sell
-14,288
Closed -$676K – 809
2015
Q3 		$676K Buy
+14,288
New +$740K 0.02% 829
2014
Q3 		– Sell
-10,672
Closed -$539K – 1523
2014
Q2 		$539K Buy
+10,672
New +$502K 0.01% 960
2013
Q4 		– Sell
-51,047
Closed -$2.19M – 1034
2013
Q3 		$2.19M Buy
51,047
+38,843
+318% +$1.62M 0.06% 453
2013
Q2 		$457K Buy
+12,204
New +$446K 0.01% 1097

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 $3.38T AUM 44.17% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PDT Partners's PFG Position: Q4 2020 in Review

PDT Partners sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 8,900 shares — an estimated $358K sold.

PDT Partners first reported a position in PFG in Q2 2013 and held it in 5 quarters. The position peaked at $2.19M in Q3 2013. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • PDT Partners reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • PDT Partners sold 8,900 Principal Financial Group shares in Q4 2020, an estimated $358K.
  • PDT Partners first reported a position in Principal Financial Group in Q2 2013 and held it in 5 quarters.
  • PDT Partners's Principal Financial Group position peaked at $2.19M in Q3 2013.
  • 620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on PDT Partners's 13F filing for Q4 2020, filed 16 Feb 2021.