Principal Financial Group
ARTNA icon

Principal Financial Group’s Artesian Resources ARTNA Stock Holding History

Principal Financial Group’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,781
Closed -$235K – 2498
2022
Q2 		$235K Sell
4,781
-2,539
-35% -$119K ﹤0.01% 2251
2022
Q1 		$355K Buy
7,320
+1,590
+28% +$74.2K ﹤0.01% 2196
2021
Q4 		$265K Buy
+5,730
New +$241K ﹤0.01% 2280

Other funds holding ARTNA

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Principal Financial Group's ARTNA Position: Q3 2022 in Review

Principal Financial Group sold out of Artesian Resources (ARTNA) in Q3 2022, closing a stake of 4,781 shares — an estimated $235K sold.

Principal Financial Group first reported a position in ARTNA in Q4 2021 and held it in 3 quarters. The position peaked at $355K in Q1 2022. 108 funds tracked by Wall St. Rank hold ARTNA as of Q3 2022.

  • Principal Financial Group reported no remaining Artesian Resources position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 4,781 Artesian Resources shares in Q3 2022, an estimated $235K.
  • Principal Financial Group first reported a position in Artesian Resources in Q4 2021 and held it in 3 quarters.
  • Principal Financial Group's Artesian Resources position peaked at $355K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.