Principal Financial Group
PLL

Principal Financial Group’s Piedmont Lithium PLL Stock Holding History

Principal Financial Group’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-62,482
Closed -$558K – 2240
2024
Q3 		$558K Sell
62,482
-283,179
-82% -$2.56M ﹤0.01% 1924
2024
Q2 		$3.45M Sell
345,661
-14,783
-4% -$189K ﹤0.01% 1663
2024
Q1 		$4.8M Sell
360,444
-1,181
-0.3% -$19K ﹤0.01% 1581
2023
Q4 		$10.2M Buy
361,625
+1,232
+0.3% +$36.2K 0.01% 1273
2023
Q3 		$14.3M Sell
360,393
-4,371
-1% -$212K 0.01% 1015
2023
Q2 		$21.1M Buy
364,764
+33,097
+10% +$1.89M 0.01% 813
2023
Q1 		$19.9M Buy
331,667
+3,403
+1% +$206K 0.01% 854
2022
Q4 		$14.5M Sell
328,264
-7,193
-2% -$399K 0.01% 1030
2022
Q3 		$17.9M Buy
335,457
+25,624
+8% +$1.32M 0.01% 836
2022
Q2 		$11.3M Buy
309,833
+70,637
+30% +$4.18M 0.01% 1185
2022
Q1 		$17.5M Buy
239,196
+22,286
+10% +$1.25M 0.01% 1009
2021
Q4 		$11.4M Buy
216,910
+1,115
+0.5% +$65.2K 0.01% 1319
2021
Q3 		$11.8M Buy
215,795
+5,258
+2% +$306K 0.01% 1316
2021
Q2 		$16.5M Buy
+210,537
New +$14.3M 0.01% 1133

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principal Financial Group's PLL Position: Q4 2024 in Review

Principal Financial Group sold out of Piedmont Lithium (PLL) in Q4 2024, closing a stake of 62,482 shares — an estimated $558K sold.

Principal Financial Group first reported a position in PLL in Q2 2021 and held it in 14 quarters. The position peaked at $21.1M in Q2 2023. 111 funds tracked by Wall St. Rank hold PLL as of Q4 2024.

  • Principal Financial Group reported no remaining Piedmont Lithium position as of Q4 2024 after selling out during the quarter.
  • Principal Financial Group sold 62,482 Piedmont Lithium shares in Q4 2024, an estimated $558K.
  • Principal Financial Group first reported a position in Piedmont Lithium in Q2 2021 and held it in 14 quarters.
  • Principal Financial Group's Piedmont Lithium position peaked at $21.1M in Q2 2023.
  • 111 funds tracked by Wall St. Rank held Piedmont Lithium as of Q4 2024.

Based on Principal Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.