Principal Financial Group’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-36,249	Closed	-$27.8K	–	2490
2024 Q1	$27.8K	Sell	36,249 -2,487	-6%	-$2.49K	﹤0.01%	2387
2023 Q4	$41.8K	Sell	38,736 -4,201	-10%	-$4.31K	﹤0.01%	2343
2023 Q3	$40.4K	Buy	42,937 +9,999	+30%	+$11.9K	﹤0.01%	2360
2023 Q2	$57.6K	Sell	32,938 -1,035	-3%	-$1.62K	﹤0.01%	2348
2023 Q1	$48.2K	Buy	33,973 +14,824	+77%	+$33.6K	﹤0.01%	2378
2022 Q4	$30.6K	Sell	19,149 -50,036	-72%	-$92.6K	﹤0.01%	2386
2022 Q3	$131K	Buy	69,185 +27,669	+67%	+$48.5K	﹤0.01%	2280
2022 Q2	$65K	Buy	41,516 +3,686	+10%	+$9.05K	﹤0.01%	2442
2022 Q1	$93K	Sell	37,830 -2,130	-5%	-$7K	﹤0.01%	2437
2021 Q4	$179K	Buy	+39,960	New	+$257K	﹤0.01%	2390

Other funds holding SHCR

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

BCM

Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Principal Financial Group sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q2 2024, closing a stake of 36,249 shares — an estimated $27.8K sold.

Principal Financial Group first reported a position in SHCR in Q4 2021 and held it in 10 quarters. The position peaked at $179K in Q4 2021. 128 funds tracked by Wall St. Rank hold SHCR as of Q2 2024.

Principal Financial Group reported no remaining Sharecare, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
Principal Financial Group sold 36,249 Sharecare, Inc. Class A Common Stock shares in Q2 2024, an estimated $27.8K.
Principal Financial Group first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2021 and held it in 10 quarters.
Principal Financial Group's Sharecare, Inc. Class A Common Stock position peaked at $179K in Q4 2021.
128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q2 2024.

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