Principal Financial Group
SRGA

Principal Financial Group’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Principal Financial Group’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-527
Closed -$5K – 2720
2022
Q1 		$5K Sell
527
-29
-5% -$441 ﹤0.01% 2539
2021
Q4 		$12K Buy
+556
New +$14.9K ﹤0.01% 2520
2021
Q2 		– Sell
-2,090
Closed -$136K – 2677
2021
Q1 		$136K Buy
2,090
+476
+29% +$33.2K ﹤0.01% 2406
2020
Q4 		$106K Sell
1,614
-73
-4% -$4.76K ﹤0.01% 2358
2020
Q3 		$92K Buy
1,687
+795
+89% +$60.8K ﹤0.01% 2272
2020
Q2 		$85K Buy
+892
New +$66.4K ﹤0.01% 2261
2019
Q1 		– Sell
-347
Closed -$39K – 2255
2018
Q4 		$39K Sell
347
-56
-14% -$7.29K ﹤0.01% 2214
2018
Q3 		$54K Buy
403
+48
+14% +$6.62K ﹤0.01% 2263
2018
Q2 		$49K Buy
355
+19
+6% +$2.61K ﹤0.01% 2257
2018
Q1 		$46K Sell
336
-15
-4% -$2.04K ﹤0.01% 2185
2017
Q4 		$43K Hold
351
– – ﹤0.01% 2226
2017
Q3 		$48K Sell
351
-71
-17% -$10.7K ﹤0.01% 2183
2017
Q2 		$74K Buy
+422
New +$60K ﹤0.01% 2212
2017
Q1 		– Sell
-367
Closed -$36K – 2242
2016
Q4 		$36K Hold
367
– – ﹤0.01% 2212
2016
Q3 		$34K Hold
367
– – ﹤0.01% 2154
2016
Q2 		$40K Sell
367
-74
-17% -$8.66K ﹤0.01% 2142
2016
Q1 		$53K Buy
441
+19
+5% +$2K ﹤0.01% 2122
2015
Q4 		$50K Buy
422
+22
+6% +$2.84K ﹤0.01% 2147
2015
Q3 		$68K Sell
400
-123
-24% -$23.6K ﹤0.01% 2116
2015
Q2 		$101K Sell
523
-24
-4% -$4.46K ﹤0.01% 2131
2015
Q1 		$81K Buy
547
+55
+11% +$8.37K ﹤0.01% 2120
2014
Q4 		$77K Sell
492
-160
-25% -$23K ﹤0.01% 2130
2014
Q3 		$94K Hold
652
– – ﹤0.01% 2148
2014
Q2 		$85K Buy
+652
New +$82.8K ﹤0.01% 2212
2014
Q1 		– Sell
-28,348
Closed -$3.01M – 2317
2013
Q4 		$3.01M Sell
28,348
-806
-3% -$78.2K 0.01% 1578
2013
Q3 		$3.27M Sell
29,154
-48
-0.2% -$5.45K 0.01% 1498
2013
Q2 		$3.29M Buy
+29,202
New +$3.57M 0.01% 1429

Other funds holding SRGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group's SRGA Position: Q2 2022 in Review

Principal Financial Group sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2022, closing a stake of 527 shares — an estimated $5K sold.

Principal Financial Group first reported a position in SRGA in Q2 2013 and held it in 27 quarters. The position peaked at $3.29M in Q2 2013. 40 funds tracked by Wall St. Rank hold SRGA as of Q2 2022.

  • Principal Financial Group reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 527 Surgalign Holdings, Inc. Common Stock shares in Q2 2022, an estimated $5K.
  • Principal Financial Group first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 27 quarters.
  • Principal Financial Group's Surgalign Holdings, Inc. Common Stock position peaked at $3.29M in Q2 2013.
  • 40 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.