Principal Financial Group’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-142,245
| Closed | -$8.11M | – | 2342 |
|
|
2019
Q3 | $8.11M | Sell |
142,245
-942
| -0.7% | -$54.6K | 0.01% | 1321 |
|
|
2019
Q2 | $8.32M | Buy |
143,187
+899
| +0.6% | +$37.5K | 0.01% | 1322 |
|
|
2019
Q1 | $5.37M | Sell |
142,288
-7,439
| -5% | -$298K | 0.01% | 1517 |
|
|
2018
Q4 | $5.95M | Sell |
149,727
-29,815
| -17% | -$1.22M | 0.01% | 1435 |
|
|
2018
Q3 | $8.83M | Buy |
179,542
+3,782
| +2% | +$191K | 0.01% | 1382 |
|
|
2018
Q2 | $9.55M | Sell |
175,760
-8,698
| -5% | -$481K | 0.01% | 1331 |
|
|
2018
Q1 | $9.46M | Buy |
184,458
+3,647
| +2% | +$186K | 0.01% | 1279 |
|
|
2017
Q4 | $9.33M | Buy |
180,811
+22,133
| +14% | +$1.1M | 0.01% | 1300 |
|
|
2017
Q3 | $7.32M | Sell |
158,678
-36,786
| -19% | -$1.82M | 0.01% | 1419 |
|
|
2017
Q2 | $10.5M | Buy |
195,464
+8,315
| +4% | +$414K | 0.01% | 1194 |
|
|
2017
Q1 | $8.51M | Buy |
187,149
+4,510
| +2% | +$193K | 0.01% | 1285 |
|
|
2016
Q4 | $7.28M | Sell |
182,639
-4,492
| -2% | -$170K | 0.01% | 1370 |
|
|
2016
Q3 | $7.11M | Sell |
187,131
-451
| -0.2% | -$15.9K | 0.01% | 1313 |
|
|
2016
Q2 | $5.14M | Buy |
187,582
+5,174
| +3% | +$146K | 0.01% | 1413 |
|
|
2016
Q1 | $4.88M | Sell |
182,408
-8,236
| -4% | -$198K | 0.01% | 1395 |
|
|
2015
Q4 | $4.91M | Buy |
190,644
+1,936
| +1% | +$58.7K | 0.01% | 1376 |
|
|
2015
Q3 | $6.04M | Buy |
188,708
+4,317
| +2% | +$165K | 0.01% | 1257 |
|
|
2015
Q2 | $8.34M | Buy |
184,391
+8,404
| +5% | +$372K | 0.01% | 1125 |
|
|
2015
Q1 | $7.44M | Buy |
175,987
+8,596
| +5% | +$367K | 0.01% | 1158 |
|
|
2014
Q4 | $7.23M | Buy |
167,391
+2,204
| +1% | +$87K | 0.01% | 1187 |
|
|
2014
Q3 | $5.9M | Sell |
165,187
-10,885
| -6% | -$429K | 0.01% | 1254 |
|
|
2014
Q2 | $7.39M | Sell |
176,072
-9,480
| -5% | -$386K | 0.01% | 1146 |
|
|
2014
Q1 | $8.08M | Buy |
185,552
+9,294
| +5% | +$445K | 0.01% | 1042 |
|
|
2013
Q4 | $9.38M | Buy |
176,258
+5,622
| +3% | +$289K | 0.02% | 931 |
|
|
2013
Q3 | $8.38M | Buy |
170,636
+4,319
| +3% | +$192K | 0.02% | 932 |
|
|
2013
Q2 | $6.3M | Buy |
+166,317
| New | +$6.06M | 0.01% | 1041 |
|
Principal Financial Group's BID Position: Q4 2019 in Review
Principal Financial Group sold out of Sotheby's (BID) in Q4 2019, closing a stake of 142,245 shares — an estimated $8.11M sold.
Principal Financial Group first reported a position in BID in Q2 2013 and held it in 26 quarters. The position peaked at $10.5M in Q2 2017. 0 funds tracked by Wall St. Rank hold BID as of Q4 2019.
- Principal Financial Group reported no remaining Sotheby's position as of Q4 2019 after selling out during the quarter.
- Principal Financial Group sold 142,245 Sotheby's shares in Q4 2019, an estimated $8.11M.
- Principal Financial Group first reported a position in Sotheby's in Q2 2013 and held it in 26 quarters.
- Principal Financial Group's Sotheby's position peaked at $10.5M in Q2 2017.
- 0 funds tracked by Wall St. Rank held Sotheby's as of Q4 2019.
Based on Principal Financial Group's 13F filing for Q4 2019, filed 5 Feb 2020.