Principal Financial Group
ONEW icon

Principal Financial Group’s OneWater Marine ONEW Stock Holding History

Principal Financial Group’s Portfolio ONEW Stock Details ONEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,987
Closed -$231K – 2551
2022
Q2 		$231K Buy
+6,987
New +$233K ﹤0.01% 2260
2022
Q1 		– Sell
-5,322
Closed -$324K – 2588
2021
Q4 		$324K Sell
5,322
-3,974
-43% -$194K ﹤0.01% 2227
2021
Q3 		$374K Sell
9,296
-70
-0.7% -$2.94K ﹤0.01% 2250
2021
Q2 		$394K Buy
+9,366
New +$435K ﹤0.01% 2275

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GGHC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return

Principal Financial Group's ONEW Position: Q3 2022 in Review

Principal Financial Group sold out of OneWater Marine (ONEW) in Q3 2022, closing a stake of 6,987 shares — an estimated $231K sold.

Principal Financial Group first reported a position in ONEW in Q2 2021 and held it in 4 quarters. The position peaked at $394K in Q2 2021. 105 funds tracked by Wall St. Rank hold ONEW as of Q3 2022.

  • Principal Financial Group reported no remaining OneWater Marine position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 6,987 OneWater Marine shares in Q3 2022, an estimated $231K.
  • Principal Financial Group first reported a position in OneWater Marine in Q2 2021 and held it in 4 quarters.
  • Principal Financial Group's OneWater Marine position peaked at $394K in Q2 2021.
  • 105 funds tracked by Wall St. Rank held OneWater Marine as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.