Principal Financial Group

Principal Financial Group’s Gerdau GGB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-468,150	Closed	-$1.86M	–	2434
2023 Q3	$1.86M	Sell	468,150 -110,050	-19%	-$489K	﹤0.01%	1772
2023 Q2	$2.52M	Hold	578,200	–	–	﹤0.01%	1725
2023 Q1	$2.38M	Sell	578,200 -1	-0%	-$4	﹤0.01%	1731
2022 Q4	$2.54M	Buy	578,201 +8,171	+1%	+$35.1K	﹤0.01%	1722
2022 Q3	$2.04M	Sell	570,030 -66,376	-10%	-$241K	﹤0.01%	1714
2022 Q2	$2.17M	Buy	+636,406	New	+$2.83M	﹤0.01%	1784
2014 Q1	–	Sell	-5,056,498	Closed	-$31.5M	–	2277
2013 Q4	$31.5M	Sell	5,056,498 -249,740	-5%	-$1.56M	0.06%	354
2013 Q3	$31.4M	Buy	+5,306,238	New	+$28.6M	0.06%	332

Other funds holding GGB

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return