Principal Financial Group
LITS

Principal Financial Group’s Lite Strategy Inc LITS Stock Holding History

Principal Financial Group’s Portfolio LITS Stock Details LITS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-769
Closed -$6K – 2507
2022
Q3 		$6K Buy
769
+23
+3% +$237 ﹤0.01% 2488
2022
Q2 		$9K Sell
746
-415
-36% -$4.52K ﹤0.01% 2505
2022
Q1 		$14K Buy
1,161
+239
+26% +$9.38K ﹤0.01% 2532
2021
Q4 		$49K Sell
922
-225
-20% -$12.6K ﹤0.01% 2481
2021
Q3 		$63K Buy
1,147
+306
+36% +$16.8K ﹤0.01% 2527
2021
Q2 		$48K Sell
841
-274
-25% -$17.6K ﹤0.01% 2575
2021
Q1 		$76K Sell
1,115
-127
-10% -$8.88K ﹤0.01% 2435
2020
Q4 		$66K Buy
1,242
+487
+65% +$28.1K ﹤0.01% 2380
2020
Q3 		$47K Sell
755
-59
-7% -$3.56K ﹤0.01% 2294
2020
Q2 		$67K Buy
814
+157
+24% +$9.52K ﹤0.01% 2277
2020
Q1 		$21K Buy
657
+134
+26% +$5.36K ﹤0.01% 2180
2019
Q4 		$26K Sell
523
-58
-10% -$2.16K ﹤0.01% 2220
2019
Q3 		$20K Buy
+581
New +$21.2K ﹤0.01% 2238

Other funds holding LITS

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
TA
TLS Advisors Miami, Florida $42.1M AUM 25.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Principal Financial Group's LITS Position: Q4 2022 in Review

Principal Financial Group sold out of Lite Strategy Inc (LITS) in Q4 2022, closing a stake of 769 shares — an estimated $6K sold.

Principal Financial Group first reported a position in LITS in Q3 2019 and held it in 13 quarters. The position peaked at $76K in Q1 2021. 51 funds tracked by Wall St. Rank hold LITS as of Q4 2022.

  • Principal Financial Group reported no remaining Lite Strategy Inc position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 769 Lite Strategy Inc shares in Q4 2022, an estimated $6K.
  • Principal Financial Group first reported a position in Lite Strategy Inc in Q3 2019 and held it in 13 quarters.
  • Principal Financial Group's Lite Strategy Inc position peaked at $76K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.