Principal Financial Group
AAN

Principal Financial Group’s The Aaron's Company Inc AAN Stock Holding History

Principal Financial Group’s Portfolio AAN Stock Details AAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-179,209
Closed -$2.53M – 2479
2023
Q2 		$2.53M Sell
179,209
-10,042
-5% -$124K ﹤0.01% 1721
2023
Q1 		$1.83M Sell
189,251
-1,877
-1% -$24.1K ﹤0.01% 1780
2022
Q4 		$2.28M Sell
191,128
-1,021
-0.5% -$10.9K ﹤0.01% 1737
2022
Q3 		$1.87M Buy
192,149
+81
+0% +$1.08K ﹤0.01% 1724
2022
Q2 		$2.79M Sell
192,068
-15,605
-8% -$298K ﹤0.01% 1729
2022
Q1 		$4.17M Sell
207,673
-1,810
-0.9% -$39.6K ﹤0.01% 1718
2021
Q4 		$5.16M Sell
209,483
-13,420
-6% -$343K ﹤0.01% 1650
2021
Q3 		$6.14M Sell
222,903
-13,564
-6% -$381K ﹤0.01% 1604
2021
Q2 		$7.57M Buy
236,467
+1,377
+0.6% +$43.4K ﹤0.01% 1553
2021
Q1 		$6.04M Buy
235,090
+4,155
+2% +$91.1K ﹤0.01% 1608
2020
Q4 		$4.38M Buy
+230,935
New +$4.25M ﹤0.01% 1611

Other funds holding AAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's AAN Position: Q3 2023 in Review

Principal Financial Group sold out of The Aaron's Company Inc (AAN) in Q3 2023, closing a stake of 179,209 shares — an estimated $2.53M sold.

Principal Financial Group first reported a position in AAN in Q4 2020 and held it in 11 quarters. The position peaked at $7.57M in Q2 2021. 165 funds tracked by Wall St. Rank hold AAN as of Q3 2023.

  • Principal Financial Group reported no remaining The Aaron's Company Inc position as of Q3 2023 after selling out during the quarter.
  • Principal Financial Group sold 179,209 The Aaron's Company Inc shares in Q3 2023, an estimated $2.53M.
  • Principal Financial Group first reported a position in The Aaron's Company Inc in Q4 2020 and held it in 11 quarters.
  • Principal Financial Group's The Aaron's Company Inc position peaked at $7.57M in Q2 2021.
  • 165 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q3 2023.

Based on Principal Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.