Principal Financial Group
CTEV

Principal Financial Group’s Claritev Corp CTEV Stock Holding History

Principal Financial Group’s Portfolio CTEV Stock Details CTEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,112
Closed -$36.1K – 2479
2024
Q1 		$36.1K Sell
1,112
-100
-8% -$4.21K ﹤0.01% 2362
2023
Q4 		$69.8K Sell
1,212
-230
-16% -$14K ﹤0.01% 2306
2023
Q3 		$96.9K Buy
1,442
+436
+43% +$32.2K ﹤0.01% 2287
2023
Q2 		$84.9K Sell
1,006
-1,409
-58% -$75.3K ﹤0.01% 2313
2023
Q1 		$102K Buy
2,415
+135
+6% +$6.1K ﹤0.01% 2297
2022
Q4 		$105K Sell
2,280
-1,654
-42% -$132K ﹤0.01% 2288
2022
Q3 		$450K Sell
3,934
-1,405
-26% -$232K ﹤0.01% 1983
2022
Q2 		$1.17M Buy
5,339
+2,619
+96% +$518K ﹤0.01% 1887
2022
Q1 		$509K Sell
2,720
-228
-8% -$37.5K ﹤0.01% 2116
2021
Q4 		$522K Sell
2,948
-1,026
-26% -$183K ﹤0.01% 2116
2021
Q3 		$895K Sell
3,974
-1,169
-23% -$316K ﹤0.01% 2034
2021
Q2 		$1.96M Buy
+5,143
New +$1.59M ﹤0.01% 1915

Other funds holding CTEV

HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return