Principal Financial Group’s Alico ALCO Stock Holding History

Principal Financial Group’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,822	Closed	-$216K	–	2541
2021 Q4	$216K	Buy	+5,822	New	+$208K	﹤0.01%	2337

Other funds holding ALCO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

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

Principal Financial Group's ALCO Position: Q1 2022 in Review

Principal Financial Group sold out of Alico (ALCO) in Q1 2022, closing a stake of 5,822 shares — an estimated $216K sold.

Principal Financial Group first reported a position in ALCO in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 79 funds tracked by Wall St. Rank hold ALCO as of Q1 2022.

Principal Financial Group reported no remaining Alico position as of Q1 2022 after selling out during the quarter.
Principal Financial Group sold 5,822 Alico shares in Q1 2022, an estimated $216K.
Principal Financial Group first reported a position in Alico in Q4 2021 and held it in 1 quarter.
Principal Financial Group's Alico position peaked at $216K in Q4 2021.
79 funds tracked by Wall St. Rank held Alico as of Q1 2022.

Based on Principal Financial Group's 13F filing for Q1 2022, filed 9 May 2022.