Principal Financial Group
LPRO

Principal Financial Group’s Open Lending Corp LPRO Stock Holding History

Principal Financial Group’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,804
Closed -$77K – 2325
2024
Q2 		$77K Buy
13,804
+641
+5% +$3.69K ﹤0.01% 2242
2024
Q1 		$82.4K Sell
13,163
-39,325
-75% -$290K ﹤0.01% 2295
2023
Q4 		$447K Buy
52,488
+12,021
+30% +$80.9K ﹤0.01% 1976
2023
Q3 		$296K Buy
40,467
+9,454
+30% +$86.5K ﹤0.01% 2063
2023
Q2 		$326K Buy
31,013
+19,293
+165% +$171K ﹤0.01% 2052
2023
Q1 		$82.5K Sell
11,720
-1,053
-8% -$8.2K ﹤0.01% 2325
2022
Q4 		$86.2K Sell
12,773
-2,586
-17% -$18.2K ﹤0.01% 2321
2022
Q3 		$123K Sell
15,359
-1,011
-6% -$10.2K ﹤0.01% 2292
2022
Q2 		$167K Sell
16,370
-2,565
-14% -$34.3K ﹤0.01% 2323
2022
Q1 		$358K Buy
18,935
+1,203
+7% +$23.1K ﹤0.01% 2194
2021
Q4 		$399K Sell
17,732
-4,138
-19% -$117K ﹤0.01% 2179
2021
Q3 		$789K Buy
21,870
+5,198
+31% +$199K ﹤0.01% 2062
2021
Q2 		$718K Buy
+16,672
New +$641K ﹤0.01% 2122

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $200M AUM 30.56% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $176M AUM 41.5% 1-Year Est. Return