Principal Financial Group
ORGO icon

Principal Financial Group’s Organogenesis Holdings ORGO Stock Holding History

Principal Financial Group’s Portfolio ORGO Stock Details ORGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-38,065
Closed -$107K – 2361
2024
Q2 		$107K Buy
38,065
+2,977
+8% +$7.99K ﹤0.01% 2214
2024
Q1 		$99.7K Buy
+35,088
New +$119K ﹤0.01% 2278
2023
Q4 		– Sell
-10,101
Closed -$32.1K – 2446
2023
Q3 		$32.1K Buy
+10,101
New +$32.1K ﹤0.01% 2380
2023
Q2 		– Sell
-30,746
Closed -$65.5K – 2469
2023
Q1 		$65.5K Sell
30,746
-434,661
-93% -$1.07M ﹤0.01% 2353
2022
Q4 		$1.25M Buy
465,407
+10,674
+2% +$31.1K ﹤0.01% 1830
2022
Q3 		$1.47M Buy
454,733
+10,719
+2% +$48.4K ﹤0.01% 1774
2022
Q2 		$2.17M Sell
444,014
-37,995
-8% -$234K ﹤0.01% 1785
2022
Q1 		$3.67M Sell
482,009
-18,068
-4% -$140K ﹤0.01% 1752
2021
Q4 		$4.62M Buy
500,077
+2,630
+0.5% +$27.9K ﹤0.01% 1691
2021
Q3 		$7.08M Buy
497,447
+79,930
+19% +$1.24M ﹤0.01% 1557
2021
Q2 		$6.94M Buy
+417,517
New +$7.78M ﹤0.01% 1607

Other funds holding ORGO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's ORGO Position: Q3 2024 in Review

Principal Financial Group sold out of Organogenesis Holdings (ORGO) in Q3 2024, closing a stake of 38,065 shares — an estimated $107K sold.

Principal Financial Group first reported a position in ORGO in Q2 2021 and held it in 11 quarters. The position peaked at $7.08M in Q3 2021. 112 funds tracked by Wall St. Rank hold ORGO as of Q3 2024.

  • Principal Financial Group reported no remaining Organogenesis Holdings position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 38,065 Organogenesis Holdings shares in Q3 2024, an estimated $107K.
  • Principal Financial Group first reported a position in Organogenesis Holdings in Q2 2021 and held it in 11 quarters.
  • Principal Financial Group's Organogenesis Holdings position peaked at $7.08M in Q3 2021.
  • 112 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.