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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Principal Financial Group's GGB Position: Q4 2023 in Review

Principal Financial Group sold out of Gerdau (GGB) in Q4 2023, closing a stake of 468,150 shares — an estimated $1.86M sold.

Principal Financial Group first reported a position in GGB in Q3 2013 and held it in 8 quarters. The position peaked at $31.5M in Q4 2013. 190 funds tracked by Wall St. Rank hold GGB as of Q4 2023.

Principal Financial Group reported no remaining Gerdau position as of Q4 2023 after selling out during the quarter.
Principal Financial Group sold 468,150 Gerdau shares in Q4 2023, an estimated $1.86M.
Principal Financial Group first reported a position in Gerdau in Q3 2013 and held it in 8 quarters.
Principal Financial Group's Gerdau position peaked at $31.5M in Q4 2013.
190 funds tracked by Wall St. Rank held Gerdau as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.