Principal Financial Group
SP

Principal Financial Group’s SP Plus Corporation SP Stock Holding History

Principal Financial Group’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,246
Closed -$371K – 2516
2023
Q4 		$371K Buy
7,246
+1,523
+27% +$76.4K ﹤0.01% 2013
2023
Q3 		$207K Buy
+5,723
New +$222K ﹤0.01% 2163
2021
Q2 		– Sell
-9,757
Closed -$320K – 2669
2021
Q1 		$320K Buy
9,757
+741
+8% +$23.9K ﹤0.01% 2261
2020
Q4 		$260K Buy
+9,016
New +$221K ﹤0.01% 2263
2019
Q2 		– Sell
-138,108
Closed -$4.71M – 2288
2019
Q1 		$4.71M Sell
138,108
-818
-0.6% -$27.6K ﹤0.01% 1564
2018
Q4 		$4.1M Sell
138,926
-17,378
-11% -$539K ﹤0.01% 1570
2018
Q3 		$5.71M Sell
156,304
-119
-0.1% -$4.59K 0.01% 1559
2018
Q2 		$5.82M Sell
156,423
-58,348
-27% -$2.14M 0.01% 1548
2018
Q1 		$7.65M Sell
214,771
-86,650
-29% -$3.25M 0.01% 1385
2017
Q4 		$11.2M Sell
301,421
-59,960
-17% -$2.33M 0.01% 1204
2017
Q3 		$14.3M Sell
361,381
-3,597
-1% -$126K 0.01% 1022
2017
Q2 		$11.2M Buy
+364,978
New +$11.3M 0.01% 1162

Other funds holding SP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Principal Financial Group's SP Position: Q1 2024 in Review

Principal Financial Group sold out of SP Plus Corporation (SP) in Q1 2024, closing a stake of 7,246 shares — an estimated $371K sold.

Principal Financial Group first reported a position in SP in Q2 2017 and held it in 12 quarters. The position peaked at $14.3M in Q3 2017. 170 funds tracked by Wall St. Rank hold SP as of Q1 2024.

  • Principal Financial Group reported no remaining SP Plus Corporation position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 7,246 SP Plus Corporation shares in Q1 2024, an estimated $371K.
  • Principal Financial Group first reported a position in SP Plus Corporation in Q2 2017 and held it in 12 quarters.
  • Principal Financial Group's SP Plus Corporation position peaked at $14.3M in Q3 2017.
  • 170 funds tracked by Wall St. Rank held SP Plus Corporation as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.