Principal Financial Group
MKFG

Principal Financial Group’s Markforged Holding Corporation MKFG Stock Holding History

Principal Financial Group’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,247
Closed -$12K – 2508
2023
Q1 		$12K Buy
+1,247
New +$15.5K ﹤0.01% 2441
2022
Q4 		– Sell
-1,194
Closed -$24K – 2551
2022
Q3 		$24K Buy
+1,194
New +$27.6K ﹤0.01% 2450

Other funds holding MKFG

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TMC
TVL Management Corporation Menlo Park, California $1.84M AUM 0.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Financial Group's MKFG Position: Q2 2023 in Review

Principal Financial Group sold out of Markforged Holding Corporation (MKFG) in Q2 2023, closing a stake of 1,247 shares — an estimated $12K sold.

Principal Financial Group first reported a position in MKFG in Q3 2022 and held it in 2 quarters. The position peaked at $24K in Q3 2022. 82 funds tracked by Wall St. Rank hold MKFG as of Q2 2023.

  • Principal Financial Group reported no remaining Markforged Holding Corporation position as of Q2 2023 after selling out during the quarter.
  • Principal Financial Group sold 1,247 Markforged Holding Corporation shares in Q2 2023, an estimated $12K.
  • Principal Financial Group first reported a position in Markforged Holding Corporation in Q3 2022 and held it in 2 quarters.
  • Principal Financial Group's Markforged Holding Corporation position peaked at $24K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.