Principal Financial Group
KIDS icon

Principal Financial Group’s OrthoPediatrics KIDS Stock Holding History

Principal Financial Group’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,110
Closed -$224K – 2454
2023
Q2 		$224K Buy
5,110
+434
+9% +$20K ﹤0.01% 2152
2023
Q1 		$207K Buy
+4,676
New +$207K ﹤0.01% 2175
2022
Q4 		– Sell
-4,421
Closed -$204K – 2496
2022
Q3 		$204K Buy
+4,421
New +$217K ﹤0.01% 2200
2022
Q2 		– Sell
-9,446
Closed -$510K – 2582
2022
Q1 		$510K Sell
9,446
-3,801
-29% -$194K ﹤0.01% 2112
2021
Q4 		$793K Buy
13,247
+9,341
+239% +$581K ﹤0.01% 2030
2021
Q3 		$256K Sell
3,906
-632
-14% -$41K ﹤0.01% 2353
2021
Q2 		$287K Sell
4,538
-13,810
-75% -$793K ﹤0.01% 2374
2021
Q1 		$894K Buy
18,348
+1,363
+8% +$65.4K ﹤0.01% 2022
2020
Q4 		$701K Sell
16,985
-4,148
-20% -$190K ﹤0.01% 2028
2020
Q3 		$970K Buy
21,133
+8,139
+63% +$378K ﹤0.01% 1877
2020
Q2 		$569K Buy
+12,994
New +$584K ﹤0.01% 1942
2020
Q1 		– Sell
-4,875
Closed -$229K – 2227
2019
Q4 		$229K Buy
+4,875
New +$189K ﹤0.01% 2109

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group's KIDS Position: Q3 2023 in Review

Principal Financial Group sold out of OrthoPediatrics (KIDS) in Q3 2023, closing a stake of 5,110 shares — an estimated $224K sold.

Principal Financial Group first reported a position in KIDS in Q4 2019 and held it in 12 quarters. The position peaked at $970K in Q3 2020. 117 funds tracked by Wall St. Rank hold KIDS as of Q3 2023.

  • Principal Financial Group reported no remaining OrthoPediatrics position as of Q3 2023 after selling out during the quarter.
  • Principal Financial Group sold 5,110 OrthoPediatrics shares in Q3 2023, an estimated $224K.
  • Principal Financial Group first reported a position in OrthoPediatrics in Q4 2019 and held it in 12 quarters.
  • Principal Financial Group's OrthoPediatrics position peaked at $970K in Q3 2020.
  • 117 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2023.

Based on Principal Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.