Principal Financial Group
UNT

Principal Financial Group’s UNIT Corporation UNT Stock Holding History

Principal Financial Group’s Portfolio UNT Stock Details UNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-438,038
Closed -$1.48M – 2315
2019
Q3 		$1.48M Sell
438,038
-6,824
-2% -$33.6K ﹤0.01% 1767
2019
Q2 		$3.96M Sell
444,862
-4,480
-1% -$52K ﹤0.01% 1596
2019
Q1 		$6.4M Sell
449,342
-2,057
-0.5% -$32.7K 0.01% 1454
2018
Q4 		$6.45M Buy
451,399
+4,430
+1% +$95.7K 0.01% 1401
2018
Q3 		$11.6M Buy
446,969
+7,447
+2% +$194K 0.01% 1234
2018
Q2 		$11.2M Buy
439,522
+19,847
+5% +$439K 0.01% 1241
2018
Q1 		$8.29M Buy
419,675
+11,562
+3% +$252K 0.01% 1347
2017
Q4 		$8.98M Sell
408,113
-6,494
-2% -$131K 0.01% 1321
2017
Q3 		$8.53M Sell
414,607
-13,435
-3% -$240K 0.01% 1340
2017
Q2 		$8.02M Buy
428,042
+33,334
+8% +$663K 0.01% 1358
2017
Q1 		$9.54M Buy
394,708
+2,802
+0.7% +$71.6K 0.01% 1216
2016
Q4 		$10.5M Buy
391,906
+17,163
+5% +$371K 0.01% 1133
2016
Q3 		$6.97M Buy
374,743
+12,178
+3% +$188K 0.01% 1323
2016
Q2 		$5.64M Buy
362,565
+13,131
+4% +$174K 0.01% 1376
2016
Q1 		$3.08M Buy
349,434
+17,609
+5% +$151K ﹤0.01% 1532
2015
Q4 		$4.05M Buy
331,825
+14,598
+5% +$215K 0.01% 1440
2015
Q3 		$3.57M Buy
317,227
+175,812
+124% +$2.99M 0.01% 1480
2015
Q2 		$3.83M Buy
141,415
+1,016
+0.7% +$32K 0.01% 1519
2015
Q1 		$3.93M Buy
140,399
+8,313
+6% +$247K 0.01% 1480
2014
Q4 		$4.5M Buy
132,086
+3,058
+2% +$132K 0.01% 1431
2014
Q3 		$7.57M Buy
129,028
+9,984
+8% +$642K 0.01% 1084
2014
Q2 		$8.19M Buy
119,044
+1,662
+1% +$108K 0.01% 1068
2014
Q1 		$7.67M Buy
117,382
+6,610
+6% +$368K 0.01% 1071
2013
Q4 		$5.72M Buy
110,772
+4,838
+5% +$241K 0.01% 1272
2013
Q3 		$4.92M Buy
105,934
+12,351
+13% +$567K 0.01% 1280
2013
Q2 		$3.98M Buy
+93,583
New +$4.11M 0.01% 1341

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group's UNT Position: Q4 2019 in Review

Principal Financial Group sold out of UNIT Corporation (UNT) in Q4 2019, closing a stake of 438,038 shares — an estimated $1.48M sold.

Principal Financial Group first reported a position in UNT in Q2 2013 and held it in 26 quarters. The position peaked at $11.6M in Q3 2018. 105 funds tracked by Wall St. Rank hold UNT as of Q4 2019.

  • Principal Financial Group reported no remaining UNIT Corporation position as of Q4 2019 after selling out during the quarter.
  • Principal Financial Group sold 438,038 UNIT Corporation shares in Q4 2019, an estimated $1.48M.
  • Principal Financial Group first reported a position in UNIT Corporation in Q2 2013 and held it in 26 quarters.
  • Principal Financial Group's UNIT Corporation position peaked at $11.6M in Q3 2018.
  • 105 funds tracked by Wall St. Rank held UNIT Corporation as of Q4 2019.

Based on Principal Financial Group's 13F filing for Q4 2019, filed 5 Feb 2020.