Principal Financial Group
KALV

Principal Financial Group’s KalVista Pharmaceuticals KALV Stock Holding History

Principal Financial Group’s Portfolio KALV Stock Details KALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,234
Closed -$121K – 2410
2024
Q1 		$121K Sell
10,234
-1,295
-11% -$17.3K ﹤0.01% 2252
2023
Q4 		$141K Buy
11,529
+185
+2% +$1.68K ﹤0.01% 2219
2023
Q3 		$109K Buy
+11,344
New +$116K ﹤0.01% 2272

Other funds holding KALV

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Principal Financial Group's KALV Position: Q2 2024 in Review

Principal Financial Group sold out of KalVista Pharmaceuticals (KALV) in Q2 2024, closing a stake of 10,234 shares — an estimated $121K sold.

Principal Financial Group first reported a position in KALV in Q3 2023 and held it in 3 quarters. The position peaked at $141K in Q4 2023. 119 funds tracked by Wall St. Rank hold KALV as of Q2 2024.

  • Principal Financial Group reported no remaining KalVista Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 10,234 KalVista Pharmaceuticals shares in Q2 2024, an estimated $121K.
  • Principal Financial Group first reported a position in KalVista Pharmaceuticals in Q3 2023 and held it in 3 quarters.
  • Principal Financial Group's KalVista Pharmaceuticals position peaked at $141K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.