Principal Financial Group’s Moody's MCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $324M | Sell |
645,769
-17,075
| -3% | -$8.57M | 0.17% | 127 |
|
2025
Q1 | $309M | Sell |
662,844
-82,451
| -11% | -$38.4M | 0.17% | 124 |
|
2024
Q4 | $353M | Sell |
745,295
-132,301
| -15% | -$62.6M | 0.19% | 107 |
|
2024
Q3 | $416M | Sell |
877,596
-397,747
| -31% | -$189M | 0.23% | 98 |
|
2024
Q2 | $537M | Sell |
1,275,343
-132,626
| -9% | -$55.8M | 0.32% | 68 |
|
2024
Q1 | $553M | Sell |
1,407,969
-143,198
| -9% | -$56.3M | 0.33% | 67 |
|
2023
Q4 | $606M | Sell |
1,551,167
-430,650
| -22% | -$168M | 0.39% | 60 |
|
2023
Q3 | $627M | Sell |
1,981,817
-564,047
| -22% | -$178M | 0.45% | 48 |
|
2023
Q2 | $885M | Sell |
2,545,864
-481,259
| -16% | -$167M | 0.61% | 29 |
|
2023
Q1 | $926M | Sell |
3,027,123
-41,118
| -1% | -$12.6M | 0.66% | 22 |
|
2022
Q4 | $855M | Buy |
3,068,241
+85,268
| +3% | +$23.8M | 0.64% | 22 |
|
2022
Q3 | $725M | Buy |
2,982,973
+400,088
| +15% | +$97.3M | 0.58% | 31 |
|
2022
Q2 | $702M | Buy |
2,582,885
+1,044,597
| +68% | +$284M | 0.52% | 39 |
|
2022
Q1 | $519M | Buy |
1,538,288
+549,004
| +55% | +$185M | 0.33% | 70 |
|
2021
Q4 | $385M | Sell |
989,284
-61,526
| -6% | -$24M | 0.23% | 118 |
|
2021
Q3 | $373M | Sell |
1,050,810
-85,279
| -8% | -$30.3M | 0.24% | 109 |
|
2021
Q2 | $412M | Sell |
1,136,089
-395,705
| -26% | -$143M | 0.27% | 97 |
|
2021
Q1 | $457M | Sell |
1,531,794
-34,762
| -2% | -$10.4M | 0.32% | 78 |
|
2020
Q4 | $455M | Buy |
1,566,556
+2,885
| +0.2% | +$837K | 0.34% | 79 |
|
2020
Q3 | $453M | Sell |
1,563,671
-22,348
| -1% | -$6.48M | 0.38% | 61 |
|
2020
Q2 | $436M | Sell |
1,586,019
-47,369
| -3% | -$13M | 0.38% | 60 |
|
2020
Q1 | $345M | Buy |
1,633,388
+151,282
| +10% | +$32M | 0.38% | 62 |
|
2019
Q4 | $352M | Sell |
1,482,106
-172,418
| -10% | -$40.9M | 0.29% | 84 |
|
2019
Q3 | $339M | Sell |
1,654,524
-108,159
| -6% | -$22.2M | 0.3% | 86 |
|
2019
Q2 | $344M | Sell |
1,762,683
-64,515
| -4% | -$12.6M | 0.31% | 83 |
|
2019
Q1 | $331M | Sell |
1,827,198
-48,897
| -3% | -$8.85M | 0.31% | 80 |
|
2018
Q4 | $263M | Sell |
1,876,095
-587,609
| -24% | -$82.3M | 0.28% | 86 |
|
2018
Q3 | $412M | Sell |
2,463,704
-1,809,600
| -42% | -$303M | 0.36% | 55 |
|
2018
Q2 | $729M | Sell |
4,273,304
-717,766
| -14% | -$122M | 0.67% | 16 |
|
2018
Q1 | $805M | Sell |
4,991,070
-17,785
| -0.4% | -$2.87M | 0.77% | 12 |
|
2017
Q4 | $739M | Sell |
5,008,855
-119,361
| -2% | -$17.6M | 0.68% | 16 |
|
2017
Q3 | $714M | Buy |
5,128,216
+33,723
| +0.7% | +$4.69M | 0.69% | 14 |
|
2017
Q2 | $620M | Buy |
5,094,493
+56,460
| +1% | +$6.87M | 0.62% | 17 |
|
2017
Q1 | $564M | Sell |
5,038,033
-58,003
| -1% | -$6.5M | 0.68% | 14 |
|
2016
Q4 | $480M | Buy |
5,096,036
+204,914
| +4% | +$19.3M | 0.61% | 21 |
|
2016
Q3 | $530M | Buy |
4,891,122
+166,705
| +4% | +$18.1M | 0.7% | 15 |
|
2016
Q2 | $443M | Buy |
4,724,417
+491,476
| +12% | +$46.1M | 0.62% | 25 |
|
2016
Q1 | $409M | Buy |
4,232,941
+888,619
| +27% | +$85.8M | 0.59% | 29 |
|
2015
Q4 | $336M | Buy |
3,344,322
+79,251
| +2% | +$7.95M | 0.5% | 32 |
|
2015
Q3 | $321M | Buy |
3,265,071
+98,850
| +3% | +$9.71M | 0.5% | 23 |
|
2015
Q2 | $342M | Buy |
3,166,221
+112,861
| +4% | +$12.2M | 0.51% | 22 |
|
2015
Q1 | $317M | Buy |
3,053,360
+380,127
| +14% | +$39.5M | 0.47% | 27 |
|
2014
Q4 | $256M | Sell |
2,673,233
-21,344
| -0.8% | -$2.04M | 0.4% | 43 |
|
2014
Q3 | $255M | Sell |
2,694,577
-5,053
| -0.2% | -$478K | 0.43% | 36 |
|
2014
Q2 | $237M | Buy |
2,699,630
+72,621
| +3% | +$6.37M | 0.4% | 42 |
|
2014
Q1 | $208M | Buy |
2,627,009
+79,346
| +3% | +$6.29M | 0.37% | 46 |
|
2013
Q4 | $200M | Buy |
2,547,663
+141,968
| +6% | +$11.1M | 0.37% | 39 |
|
2013
Q3 | $169M | Buy |
2,405,695
+137,828
| +6% | +$9.69M | 0.35% | 53 |
|
2013
Q2 | $138M | Buy |
+2,267,867
| New | +$138M | 0.31% | 71 |
|