Principal Financial Group’s CS Disco LAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20,943	Closed	-$378K	–	2541
2022 Q2	$378K	Buy	+20,943	New	+$540K	﹤0.01%	2124

Other funds holding LAW

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Untitled Investments New York $269M AUM 11.35% 1-Year Est. Return

Principal Financial Group's LAW Position: Q3 2022 in Review

Principal Financial Group sold out of CS Disco (LAW) in Q3 2022, closing a stake of 20,943 shares — an estimated $378K sold.

Principal Financial Group first reported a position in LAW in Q2 2022 and held it in 1 quarter. The position peaked at $378K in Q2 2022. 87 funds tracked by Wall St. Rank hold LAW as of Q3 2022.

Principal Financial Group reported no remaining CS Disco position as of Q3 2022 after selling out during the quarter.
Principal Financial Group sold 20,943 CS Disco shares in Q3 2022, an estimated $378K.
Principal Financial Group first reported a position in CS Disco in Q2 2022 and held it in 1 quarter.
Principal Financial Group's CS Disco position peaked at $378K in Q2 2022.
87 funds tracked by Wall St. Rank held CS Disco as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.