Principal Financial Group’s SandRidge Energy SD Stock Holding History

Principal Financial Group’s Portfolio SD Stock Details SD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,336	Closed	-$221K	–	2479
2023 Q1	$221K	Sell	15,336 -3,433	-18%	-$52.4K	﹤0.01%	2160
2022 Q4	$320K	Buy	18,769 +3,416	+22%	+$63.9K	﹤0.01%	2083
2022 Q3	$250K	Sell	15,353 -18,492	-55%	-$334K	﹤0.01%	2142
2022 Q2	$530K	Buy	+33,845	New	+$678K	﹤0.01%	2047
2017 Q4	–	Sell	-180,244	Closed	-$3.62M	–	2267
2017 Q3	$3.62M	Hold	180,244	–	–	﹤0.01%	1645
2017 Q2	$3.1M	Hold	180,244	–	–	﹤0.01%	1684
2017 Q1	$3.33M	Buy	180,244 +96,039	+114%	+$1.91M	﹤0.01%	1644
2016 Q4	$1.98M	Buy	+84,205	New	+$1.98M	﹤0.01%	1718

Other funds holding SD

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group's SD Position: Q2 2023 in Review

Principal Financial Group sold out of SandRidge Energy (SD) in Q2 2023, closing a stake of 15,336 shares — an estimated $221K sold.

Principal Financial Group first reported a position in SD in Q4 2016 and held it in 8 quarters. The position peaked at $3.62M in Q3 2017. 136 funds tracked by Wall St. Rank hold SD as of Q2 2023.

Principal Financial Group reported no remaining SandRidge Energy position as of Q2 2023 after selling out during the quarter.
Principal Financial Group sold 15,336 SandRidge Energy shares in Q2 2023, an estimated $221K.
Principal Financial Group first reported a position in SandRidge Energy in Q4 2016 and held it in 8 quarters.
Principal Financial Group's SandRidge Energy position peaked at $3.62M in Q3 2017.
136 funds tracked by Wall St. Rank held SandRidge Energy as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.