Pearl River Capital’s Principal Financial Group PFG Stock Holding History

Pearl River Capital’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
2024 Q3	–	Sell	-8,643	Closed	-$678K	–	282
2024 Q2	$678K	Buy	+8,643	New	+$702K	0.11%	238
2023 Q4	–	Sell	-13,542	Closed	-$976K	–	591
2023 Q3	$976K	Buy	+13,542	New	+$1.05M	0.15%	221
2023 Q1	–	Sell	-11,833	Closed	-$993K	–	588
2022 Q4	$993K	Buy	+11,833	New	+$1.02M	0.17%	195
2021 Q1	–	Sell	-4,920	Closed	-$244K	–	495
2020 Q4	$244K	Buy	+4,920	New	+$225K	0.09%	309
2020 Q2	–	Sell	-1,400	Closed	-$44K	–	509
2020 Q1	$44K	Buy	+1,400	New	+$66.2K	0.08%	253
2019 Q4	–	Sell	-1,098	Closed	-$63K	–	647
2019 Q3	$63K	Buy	+1,098	New	+$61.8K	0.18%	176
2019 Q1	–	Sell	-66	Closed	-$3K	–	672
2018 Q4	$3K	Buy	+66	New	+$3.25K	0.01%	771

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

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

Pearl River Capital's PFG Position: Q3 2024 in Review

Pearl River Capital sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 8,643 shares — an estimated $678K sold.

Pearl River Capital first reported a position in PFG in Q4 2018 and held it in 7 quarters. The position peaked at $993K in Q4 2022. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

Pearl River Capital reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
Pearl River Capital sold 8,643 Principal Financial Group shares in Q3 2024, an estimated $678K.
Pearl River Capital first reported a position in Principal Financial Group in Q4 2018 and held it in 7 quarters.
Pearl River Capital's Principal Financial Group position peaked at $993K in Q4 2022.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.