Principal Financial Group’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-30,241
| Closed | -$617K | – | 2394 |
|
|
2020
Q2 | $617K | Sell |
30,241
-682
| -2% | -$12.3K | ﹤0.01% | 1924 |
|
|
2020
Q1 | $423K | Sell |
30,923
-545
| -2% | -$26.4K | ﹤0.01% | 1892 |
|
|
2019
Q4 | $2.52M | Buy |
31,468
+70
| +0.2% | +$5.83K | ﹤0.01% | 1685 |
|
|
2019
Q3 | $2.69M | Sell |
31,398
-461
| -1% | -$39.1K | ﹤0.01% | 1672 |
|
|
2019
Q2 | $3.11M | Sell |
31,859
-2,800
| -8% | -$272K | ﹤0.01% | 1652 |
|
|
2019
Q1 | $3.27M | Sell |
34,659
-726
| -2% | -$71.8K | ﹤0.01% | 1655 |
|
|
2018
Q4 | $3.15M | Buy |
35,385
+139
| +0.4% | +$17.3K | ﹤0.01% | 1638 |
|
|
2018
Q3 | $5M | Sell |
35,246
-1,294
| -4% | -$201K | ﹤0.01% | 1609 |
|
|
2018
Q2 | $6.02M | Buy |
36,540
+581
| +2% | +$90.5K | 0.01% | 1540 |
|
|
2018
Q1 | $5.21M | Buy |
35,959
+1,084
| +3% | +$173K | 0.01% | 1547 |
|
|
2017
Q4 | $6.22M | Sell |
34,875
-10,453
| -23% | -$1.7M | 0.01% | 1485 |
|
|
2017
Q3 | $7.13M | Sell |
45,328
-2,470
| -5% | -$406K | 0.01% | 1426 |
|
|
2017
Q2 | $8.12M | Buy |
47,798
+12,591
| +36% | +$2.35M | 0.01% | 1346 |
|
|
2017
Q1 | $8M | Buy |
35,207
+1,209
| +4% | +$305K | 0.01% | 1322 |
|
|
2016
Q4 | $9.67M | Sell |
33,998
-145
| -0.4% | -$43.3K | 0.01% | 1190 |
|
|
2016
Q3 | $11.8M | Buy |
34,143
+1,552
| +5% | +$555K | 0.02% | 1010 |
|
|
2016
Q2 | $10.5M | Buy |
32,591
+310
| +1% | +$103K | 0.01% | 1006 |
|
|
2016
Q1 | $10.6M | Buy |
32,281
+1,290
| +4% | +$384K | 0.02% | 960 |
|
|
2015
Q4 | $10.2M | Buy |
30,991
+1,012
| +3% | +$326K | 0.02% | 938 |
|
|
2015
Q3 | $8.92M | Buy |
29,979
+1,049
| +4% | +$329K | 0.01% | 998 |
|
|
2015
Q2 | $9.26M | Sell |
28,930
-313
| -1% | -$105K | 0.01% | 1044 |
|
|
2015
Q1 | $10.2M | Buy |
29,243
+802
| +3% | +$285K | 0.02% | 954 |
|
|
2014
Q4 | $10M | Sell |
28,441
-8
| -0% | -$2.62K | 0.02% | 949 |
|
|
2014
Q3 | $8.51M | Sell |
28,449
-326
| -1% | -$96.2K | 0.01% | 1015 |
|
|
2014
Q2 | $8.12M | Sell |
28,775
-20,769
| -42% | -$5.5M | 0.01% | 1076 |
|
|
2014
Q1 | $13.4M | Sell |
49,544
-72,965
| -60% | -$20.3M | 0.02% | 720 |
|
|
2013
Q4 | $34.9M | Sell |
122,509
-69,596
| -36% | -$19M | 0.07% | 336 |
|
|
2013
Q3 | $53.9M | Buy |
192,105
+475
| +0.2% | +$139K | 0.11% | 229 |
|
|
2013
Q2 | $54.3M | Buy |
+191,630
| New | +$56.8M | 0.12% | 219 |
|
Other funds holding PEI
HF
AA