Principal Financial Group’s Caribou Biosciences CRBU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,213	Closed	-$20K	–	2265
2024 Q2	$20K	Sell	12,213 -9,806	-45%	-$31.3K	﹤0.01%	2339
2024 Q1	$113K	Sell	22,019 -1,726	-7%	-$10.6K	﹤0.01%	2258
2023 Q4	$136K	Sell	23,745 -1,453	-6%	-$7.18K	﹤0.01%	2226
2023 Q3	$120K	Buy	25,198 +6,227	+33%	+$38.6K	﹤0.01%	2252
2023 Q2	$80.6K	Buy	18,971 +3,170	+20%	+$14.2K	﹤0.01%	2319
2023 Q1	$83.9K	Buy	15,801 +1,977	+14%	+$12.3K	﹤0.01%	2320
2022 Q4	$86.8K	Buy	13,824 +1,088	+9%	+$9.68K	﹤0.01%	2318
2022 Q3	$134K	Buy	+12,736	New	+$119K	﹤0.01%	2272

Other funds holding CRBU

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Principal Financial Group's CRBU Position: Q3 2024 in Review

Principal Financial Group sold out of Caribou Biosciences (CRBU) in Q3 2024, closing a stake of 12,213 shares — an estimated $20K sold.

Principal Financial Group first reported a position in CRBU in Q3 2022 and held it in 8 quarters. The position peaked at $136K in Q4 2023. 129 funds tracked by Wall St. Rank hold CRBU as of Q3 2024.

Principal Financial Group reported no remaining Caribou Biosciences position as of Q3 2024 after selling out during the quarter.
Principal Financial Group sold 12,213 Caribou Biosciences shares in Q3 2024, an estimated $20K.
Principal Financial Group first reported a position in Caribou Biosciences in Q3 2022 and held it in 8 quarters.
Principal Financial Group's Caribou Biosciences position peaked at $136K in Q4 2023.
129 funds tracked by Wall St. Rank held Caribou Biosciences as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.