Principal Financial Group
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Principal Financial Group’s INNOVATE Corp VATE Stock Holding History

Principal Financial Group’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,197
Closed -$47K – 2653
2021
Q1 		$47K Sell
1,197
-188
-14% -$6.98K ﹤0.01% 2461
2020
Q4 		$45K Buy
+1,385
New +$38.5K ﹤0.01% 2398

Other funds holding VATE

JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Financial Group's VATE Position: Q2 2021 in Review

Principal Financial Group sold out of INNOVATE Corp (VATE) in Q2 2021, closing a stake of 1,197 shares — an estimated $47K sold.

Principal Financial Group first reported a position in VATE in Q4 2020 and held it in 2 quarters. The position peaked at $47K in Q1 2021. 82 funds tracked by Wall St. Rank hold VATE as of Q2 2021.

  • Principal Financial Group reported no remaining INNOVATE Corp position as of Q2 2021 after selling out during the quarter.
  • Principal Financial Group sold 1,197 INNOVATE Corp shares in Q2 2021, an estimated $47K.
  • Principal Financial Group first reported a position in INNOVATE Corp in Q4 2020 and held it in 2 quarters.
  • Principal Financial Group's INNOVATE Corp position peaked at $47K in Q1 2021.
  • 82 funds tracked by Wall St. Rank held INNOVATE Corp as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.