Principal Financial Group
CTOS icon

Principal Financial Group’s Custom Truck One Source CTOS Stock Holding History

Principal Financial Group’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,518,204
Closed -$14.5M – 2587
2021
Q2 		$14.5M Buy
1,518,204
+146,281
+11% +$1.44M 0.01% 1219
2021
Q1 		$12.8M Buy
1,371,923
+55,917
+4% +$456K 0.01% 1250
2020
Q4 		$9.7M Buy
1,316,006
+8,257
+0.6% +$41.8K 0.01% 1247
2020
Q3 		$5.43M Buy
1,307,749
+4,334
+0.3% +$16.8K ﹤0.01% 1411
2020
Q2 		$5.24M Sell
1,303,415
-59,599
-4% -$173K ﹤0.01% 1401
2020
Q1 		$4.47M Sell
1,363,014
-130,685
-9% -$495K ﹤0.01% 1325
2019
Q4 		$6.14M Buy
1,493,699
+37,727
+3% +$165K 0.01% 1471
2019
Q3 		$8.71M Sell
1,455,972
-26,171
-2% -$205K 0.01% 1277
2019
Q2 		$15.2M Buy
+1,482,143
New +$15.2M 0.01% 981

Other funds holding CTOS

Platinum Equity Advisors
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
ECP ControlCo
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.7B AUM 55.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Principal Financial Group's CTOS Position: Q3 2021 in Review

Principal Financial Group sold out of Custom Truck One Source (CTOS) in Q3 2021, closing a stake of 1,518,204 shares — an estimated $14.5M sold.

Principal Financial Group first reported a position in CTOS in Q2 2019 and held it in 9 quarters. The position peaked at $15.2M in Q2 2019. 73 funds tracked by Wall St. Rank hold CTOS as of Q3 2021.

  • Principal Financial Group reported no remaining Custom Truck One Source position as of Q3 2021 after selling out during the quarter.
  • Principal Financial Group sold 1,518,204 Custom Truck One Source shares in Q3 2021, an estimated $14.5M.
  • Principal Financial Group first reported a position in Custom Truck One Source in Q2 2019 and held it in 9 quarters.
  • Principal Financial Group's Custom Truck One Source position peaked at $15.2M in Q2 2019.
  • 73 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2021.

Based on Principal Financial Group's 13F filing for Q3 2021, filed 9 Nov 2021.