Principal Financial Group
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Principal Financial Group’s Silicon Motion SIMO Stock Holding History

Principal Financial Group’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,020
Closed -$1.38M – 2389
2024
Q2 		$1.38M Buy
17,020
+9,909
+139% +$774K ﹤0.01% 1819
2024
Q1 		$547K Buy
+7,111
New +$486K ﹤0.01% 1969
2017
Q1 		– Sell
-34,908
Closed -$1.48M – 2228
2016
Q4 		$1.48M Sell
34,908
-265,516
-88% -$12.1M ﹤0.01% 1755
2016
Q3 		$15.6M Sell
300,424
-107,729
-26% -$5.62M 0.02% 819
2016
Q2 		$19.5M Buy
408,153
+45,766
+13% +$1.92M 0.03% 623
2016
Q1 		$14.1M Sell
362,387
-35,680
-9% -$1.15M 0.02% 780
2015
Q4 		$12.5M Buy
398,067
+2,473
+0.6% +$77.4K 0.02% 820
2015
Q3 		$10.8M Buy
395,594
+82,684
+26% +$2.21M 0.02% 869
2015
Q2 		$10.8M Buy
+312,910
New +$10.2M 0.02% 940

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return

Principal Financial Group's SIMO Position: Q3 2024 in Review

Principal Financial Group sold out of Silicon Motion (SIMO) in Q3 2024, closing a stake of 17,020 shares — an estimated $1.38M sold.

Principal Financial Group first reported a position in SIMO in Q2 2015 and held it in 9 quarters. The position peaked at $19.5M in Q2 2016. 202 funds tracked by Wall St. Rank hold SIMO as of Q3 2024.

  • Principal Financial Group reported no remaining Silicon Motion position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 17,020 Silicon Motion shares in Q3 2024, an estimated $1.38M.
  • Principal Financial Group first reported a position in Silicon Motion in Q2 2015 and held it in 9 quarters.
  • Principal Financial Group's Silicon Motion position peaked at $19.5M in Q2 2016.
  • 202 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.