Principal Financial Group
HEPS

Principal Financial Group’s D-Market Electronic Services & Trading HEPS Stock Holding History

Principal Financial Group’s Portfolio HEPS Stock Details HEPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32,742
Closed -$43.5K – 2435
2023
Q3 		$43.5K Buy
32,742
+2,183
+7% +$3.36K ﹤0.01% 2356
2023
Q2 		$51.3K Hold
30,559
– – ﹤0.01% 2358
2023
Q1 		$40.9K Buy
30,559
+2,183
+8% +$2.14K ﹤0.01% 2386
2022
Q4 		$18.7K Buy
28,376
+2,183
+8% +$1.61K ﹤0.01% 2403
2022
Q3 		$25K Hold
26,193
– – ﹤0.01% 2446
2022
Q2 		$16K Buy
+26,193
New +$38.1K ﹤0.01% 2498

Other funds holding HEPS

HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Principal Financial Group sold out of D-Market Electronic Services & Trading (HEPS) in Q4 2023, closing a stake of 32,742 shares — an estimated $43.5K sold.

Principal Financial Group first reported a position in HEPS in Q2 2022 and held it in 6 quarters. The position peaked at $51.3K in Q2 2023. 35 funds tracked by Wall St. Rank hold HEPS as of Q4 2023.

  • Principal Financial Group reported no remaining D-Market Electronic Services & Trading position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 32,742 D-Market Electronic Services & Trading shares in Q4 2023, an estimated $43.5K.
  • Principal Financial Group first reported a position in D-Market Electronic Services & Trading in Q2 2022 and held it in 6 quarters.
  • Principal Financial Group's D-Market Electronic Services & Trading position peaked at $51.3K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held D-Market Electronic Services & Trading as of Q4 2023.

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