Principal Financial Group
ME

Principal Financial Group’s 23andMe Holding Co ME Stock Holding History

Principal Financial Group’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,936
Closed -$20.6K – 2492
2024
Q1 		$20.6K Buy
1,936
+18
+0.9% +$232 ﹤0.01% 2406
2023
Q4 		$35K Buy
1,918
+95
+5% +$1.64K ﹤0.01% 2353
2023
Q3 		$35.7K Buy
1,823
+443
+32% +$12.4K ﹤0.01% 2370
2023
Q2 		$48.3K Sell
1,380
-58
-4% -$2.31K ﹤0.01% 2362
2023
Q1 		$65.6K Buy
1,438
+291
+25% +$14K ﹤0.01% 2352
2022
Q4 		$49.6K Sell
1,147
-1,620
-59% -$94.3K ﹤0.01% 2366
2022
Q3 		$158K Buy
2,767
+757
+38% +$49.5K ﹤0.01% 2251
2022
Q2 		$100K Buy
2,010
+1,483
+281% +$85.9K ﹤0.01% 2391
2022
Q1 		$40K Sell
527
-29
-5% -$2.65K ﹤0.01% 2497
2021
Q4 		$74K Buy
+556
New +$103K ﹤0.01% 2462

Other funds holding ME

NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Principal Financial Group's ME Position: Q2 2024 in Review

Principal Financial Group sold out of 23andMe Holding Co (ME) in Q2 2024, closing a stake of 1,936 shares — an estimated $20.6K sold.

Principal Financial Group first reported a position in ME in Q4 2021 and held it in 10 quarters. The position peaked at $158K in Q3 2022. 147 funds tracked by Wall St. Rank hold ME as of Q2 2024.

  • Principal Financial Group reported no remaining 23andMe Holding Co position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 1,936 23andMe Holding Co shares in Q2 2024, an estimated $20.6K.
  • Principal Financial Group first reported a position in 23andMe Holding Co in Q4 2021 and held it in 10 quarters.
  • Principal Financial Group's 23andMe Holding Co position peaked at $158K in Q3 2022.
  • 147 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.