Principal Financial Group
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Principal Financial Group’s P3 Health Partners PIII Stock Holding History

Principal Financial Group’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,607
Closed -$82.8K – 2433
2024
Q1 		$82.8K Hold
1,607
– – ﹤0.01% 2294
2023
Q4 		$113K Buy
1,607
+6
+0.4% +$414 ﹤0.01% 2255
2023
Q3 		$118K Buy
1,601
+188
+13% +$19.5K ﹤0.01% 2258
2023
Q2 		$211K Buy
1,413
+36
+3% +$4.98K ﹤0.01% 2169
2023
Q1 		$73K Hold
1,377
– – ﹤0.01% 2337
2022
Q4 		$127K Buy
+1,377
New +$298K ﹤0.01% 2265

Other funds holding PIII

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Principal Financial Group sold out of P3 Health Partners (PIII) in Q2 2024, closing a stake of 1,607 shares — an estimated $82.8K sold.

Principal Financial Group first reported a position in PIII in Q4 2022 and held it in 6 quarters. The position peaked at $211K in Q2 2023. 60 funds tracked by Wall St. Rank hold PIII as of Q2 2024.

  • Principal Financial Group reported no remaining P3 Health Partners position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 1,607 P3 Health Partners shares in Q2 2024, an estimated $82.8K.
  • Principal Financial Group first reported a position in P3 Health Partners in Q4 2022 and held it in 6 quarters.
  • Principal Financial Group's P3 Health Partners position peaked at $211K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2024.

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