Principal Financial Group
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Principal Financial Group’s Treace Medical Concepts TMCI Stock Holding History

Principal Financial Group’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,297
Closed -$174K – 2462
2024
Q1 		$174K Sell
13,297
-259
-2% -$3.45K ﹤0.01% 2196
2023
Q4 		$173K Buy
13,556
+208
+2% +$2.1K ﹤0.01% 2190
2023
Q3 		$175K Sell
13,348
-187
-1% -$3.42K ﹤0.01% 2187
2023
Q2 		$346K Sell
13,535
-43,626
-76% -$1.13M ﹤0.01% 2037
2023
Q1 		$1.44M Buy
57,161
+7,013
+14% +$165K ﹤0.01% 1808
2022
Q4 		$1.15M Buy
+50,148
New +$1.15M ﹤0.01% 1841
2022
Q3 		– Sell
-16,557
Closed -$237K – 2570
2022
Q2 		$237K Buy
16,557
+4,984
+43% +$84K ﹤0.01% 2248
2022
Q1 		$219K Sell
11,573
-5,950
-34% -$116K ﹤0.01% 2315
2021
Q4 		$327K Buy
+17,523
New +$362K ﹤0.01% 2225

Other funds holding TMCI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Principal Financial Group sold out of Treace Medical Concepts (TMCI) in Q2 2024, closing a stake of 13,297 shares — an estimated $174K sold.

Principal Financial Group first reported a position in TMCI in Q4 2021 and held it in 9 quarters. The position peaked at $1.44M in Q1 2023. 127 funds tracked by Wall St. Rank hold TMCI as of Q2 2024.

  • Principal Financial Group reported no remaining Treace Medical Concepts position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 13,297 Treace Medical Concepts shares in Q2 2024, an estimated $174K.
  • Principal Financial Group first reported a position in Treace Medical Concepts in Q4 2021 and held it in 9 quarters.
  • Principal Financial Group's Treace Medical Concepts position peaked at $1.44M in Q1 2023.
  • 127 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2024.

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