Principal Financial Group
ALR

Principal Financial Group’s Alere Inc ALR Stock Holding History

Principal Financial Group’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12,569
Closed -$631K – 2275
2017
Q2 		$631K Buy
12,569
+1,794
+17% +$86.4K ﹤0.01% 1910
2017
Q1 		$428K Sell
10,775
-2,423
-18% -$94.5K ﹤0.01% 1943
2016
Q4 		$514K Buy
13,198
+1,624
+14% +$65.7K ﹤0.01% 1920
2016
Q3 		$500K Buy
11,574
+3,080
+36% +$126K ﹤0.01% 1860
2016
Q2 		$354K Buy
8,494
+1,844
+28% +$80K ﹤0.01% 1901
2016
Q1 		$337K Sell
6,650
-3,192
-32% -$153K ﹤0.01% 1903
2015
Q4 		$385K Buy
9,842
+200
+2% +$8.58K ﹤0.01% 1901
2015
Q3 		$464K Buy
+9,642
New +$500K ﹤0.01% 1876
2015
Q1 		– Sell
-18,448
Closed -$701K – 2218
2014
Q4 		$701K Buy
+18,448
New +$712K ﹤0.01% 1839
2013
Q4 		– Sell
-14,538
Closed -$444K – 2330
2013
Q3 		$444K Buy
+14,538
New +$443K ﹤0.01% 1866

Other funds holding ALR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group's ALR Position: Q3 2017 in Review

Principal Financial Group sold out of Alere Inc (ALR) in Q3 2017, closing a stake of 12,569 shares — an estimated $631K sold.

Principal Financial Group first reported a position in ALR in Q3 2013 and held it in 10 quarters. The position peaked at $701K in Q4 2014. 178 funds tracked by Wall St. Rank hold ALR as of Q3 2017.

  • Principal Financial Group reported no remaining Alere Inc position as of Q3 2017 after selling out during the quarter.
  • Principal Financial Group sold 12,569 Alere Inc shares in Q3 2017, an estimated $631K.
  • Principal Financial Group first reported a position in Alere Inc in Q3 2013 and held it in 10 quarters.
  • Principal Financial Group's Alere Inc position peaked at $701K in Q4 2014.
  • 178 funds tracked by Wall St. Rank held Alere Inc as of Q3 2017.

Based on Principal Financial Group's 13F filing for Q3 2017, filed 2 Nov 2017.