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

Poehling 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 Q1	–	Sell	-4,300	Closed	-$237K	–	111
2019 Q4	$237K	Hold	4,300	–	–	0.16%	98
2019 Q3	$246K	Sell	4,300 -210	-5%	-$11.8K	0.18%	89
2019 Q2	$261K	Sell	4,510 -110	-2%	-$6.06K	0.17%	92
2019 Q1	$232K	Hold	4,620	–	–	0.17%	94
2018 Q4	$204K	Sell	4,620 -310	-6%	-$15.3K	0.2%	90
2018 Q3	$289K	Buy	4,930 +310	+7%	+$17.3K	0.2%	87
2018 Q2	$245K	Sell	4,620 -495	-10%	-$28.8K	0.21%	84
2018 Q1	$312K	Sell	5,115 -13	-0.3%	-$855	0.25%	81
2017 Q4	$362K	Buy	+5,128	New	+$353K	0.31%	75

Other funds holding PFG

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Poehling Capital Management's PFG Position: Q1 2020 in Review

Poehling Capital Management sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 4,300 shares — an estimated $237K sold.

Poehling Capital Management first reported a position in PFG in Q4 2017 and held it in 9 quarters. The position peaked at $362K in Q4 2017. 564 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

Poehling Capital Management reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
Poehling Capital Management sold 4,300 Principal Financial Group shares in Q1 2020, an estimated $237K.
Poehling Capital Management first reported a position in Principal Financial Group in Q4 2017 and held it in 9 quarters.
Poehling Capital Management's Principal Financial Group position peaked at $362K in Q4 2017.
564 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Poehling Capital Management's 13F filing for Q1 2020, filed 6 May 2020.