PCM
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Prelude Capital Management’s Principal Financial Group PFG Stock Holding History

Prelude 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
2019
Q3 		– Sell
-4,800
Closed -$278K – 1963
2019
Q2 		$278K Buy
+4,800
New +$265K 0.01% 638
2018
Q3 		– Sell
-16,300
Closed -$863K – 1973
2018
Q2 		$863K Hold
16,300
– – 0.05% 372
2018
Q1 		$993K Buy
+16,300
New +$1.07M 0.07% 285

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

Prelude Capital Management's PFG Position: Q4 2020 in Review

Prelude Capital Management sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 978 shares — an estimated $39K sold.

Prelude Capital Management first reported a position in PFG in Q3 2014 and held it in 10 quarters. The position peaked at $1.05M in Q1 2018. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Prelude Capital Management reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Prelude Capital Management sold 978 Principal Financial Group shares in Q4 2020, an estimated $39K.
  • Prelude Capital Management first reported a position in Principal Financial Group in Q3 2014 and held it in 10 quarters.
  • Prelude Capital Management's Principal Financial Group position peaked at $1.05M in Q1 2018.
  • 620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.