Principal Financial Group
EBF icon

Principal Financial Group’s Ennis EBF Stock Holding History

Principal Financial Group’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,802
Closed -$215K – 2444
2023
Q4 		$215K Buy
+9,802
New +$211K ﹤0.01% 2151
2019
Q4 		– Sell
-16,794
Closed -$339K – 2240
2019
Q3 		$339K Buy
16,794
+1,256
+8% +$25.4K ﹤0.01% 2028
2019
Q2 		$319K Buy
+15,538
New +$307K ﹤0.01% 2049
2018
Q2 		– Sell
-11,121
Closed -$219K – 2282
2018
Q1 		$219K Buy
11,121
+1,050
+10% +$21.3K ﹤0.01% 2087
2017
Q4 		$209K Buy
+10,071
New +$202K ﹤0.01% 2127
2014
Q2 		– Sell
-11,308
Closed -$187K – 2256
2014
Q1 		$187K Buy
+11,308
New +$178K ﹤0.01% 2146

Other funds holding EBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's EBF Position: Q1 2024 in Review

Principal Financial Group sold out of Ennis (EBF) in Q1 2024, closing a stake of 9,802 shares — an estimated $215K sold.

Principal Financial Group first reported a position in EBF in Q1 2014 and held it in 6 quarters. The position peaked at $339K in Q3 2019. 156 funds tracked by Wall St. Rank hold EBF as of Q1 2024.

  • Principal Financial Group reported no remaining Ennis position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 9,802 Ennis shares in Q1 2024, an estimated $215K.
  • Principal Financial Group first reported a position in Ennis in Q1 2014 and held it in 6 quarters.
  • Principal Financial Group's Ennis position peaked at $339K in Q3 2019.
  • 156 funds tracked by Wall St. Rank held Ennis as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.