Principal Financial Group
CDLX icon

Principal Financial Group’s Cardlytics CDLX Stock Holding History

Principal Financial Group’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-588
Closed -$323K – 2522
2022
Q1 		$323K Buy
588
+38
+7% +$23K ﹤0.01% 2219
2021
Q4 		$364K Sell
550
-121
-18% -$92.5K ﹤0.01% 2199
2021
Q3 		$563K Buy
671
+160
+31% +$162K ﹤0.01% 2145
2021
Q2 		$649K Sell
511
-8,933
-95% -$10.1M ﹤0.01% 2148
2021
Q1 		$10.4M Buy
+9,444
New +$12.5M 0.01% 1370

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JCM
JS Capital Management New York $109M AUM 34.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Principal Financial Group's CDLX Position: Q2 2022 in Review

Principal Financial Group sold out of Cardlytics (CDLX) in Q2 2022, closing a stake of 588 shares — an estimated $323K sold.

Principal Financial Group first reported a position in CDLX in Q1 2021 and held it in 5 quarters. The position peaked at $10.4M in Q1 2021. 138 funds tracked by Wall St. Rank hold CDLX as of Q2 2022.

  • Principal Financial Group reported no remaining Cardlytics position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 588 Cardlytics shares in Q2 2022, an estimated $323K.
  • Principal Financial Group first reported a position in Cardlytics in Q1 2021 and held it in 5 quarters.
  • Principal Financial Group's Cardlytics position peaked at $10.4M in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Cardlytics as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.