Principal Financial Group
VRTV

Principal Financial Group’s VERITIV CORPORATION VRTV Stock Holding History

Principal Financial Group’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-72,982
Closed -$12.3M – 2471
2023
Q3 		$12.3M Sell
72,982
-3,959
-5% -$614K 0.01% 1103
2023
Q2 		$9.66M Sell
76,941
-4,396
-5% -$514K 0.01% 1271
2023
Q1 		$11M Sell
81,337
-1,770
-2% -$227K 0.01% 1208
2022
Q4 		$10.1M Sell
83,107
-4,975
-6% -$603K 0.01% 1235
2022
Q3 		$8.61M Sell
88,082
-3,777
-4% -$449K 0.01% 1271
2022
Q2 		$9.97M Sell
91,859
-6,501
-7% -$885K 0.01% 1256
2022
Q1 		$13.1M Sell
98,360
-4,305
-4% -$469K 0.01% 1211
2021
Q4 		$12.6M Sell
102,665
-12,704
-11% -$1.53M 0.01% 1265
2021
Q3 		$10.3M Buy
115,369
+11,914
+12% +$910K 0.01% 1386
2021
Q2 		$6.35M Buy
103,455
+17,817
+21% +$931K ﹤0.01% 1631
2021
Q1 		$3.64M Buy
85,638
+354
+0.4% +$10.2K ﹤0.01% 1746
2020
Q4 		$1.77M Sell
85,284
-3,393
-4% -$61K ﹤0.01% 1819
2020
Q3 		$1.12M Sell
88,677
-4,946
-5% -$79.3K ﹤0.01% 1848
2020
Q2 		$1.59M Sell
93,623
-2,870
-3% -$33.8K ﹤0.01% 1742
2020
Q1 		$758K Sell
96,493
-3,993
-4% -$50.7K ﹤0.01% 1787
2019
Q4 		$1.98M Buy
100,486
+135
+0.1% +$2.36K ﹤0.01% 1730
2019
Q3 		$1.81M Sell
100,351
-2,787
-3% -$48K ﹤0.01% 1734
2019
Q2 		$2M Buy
103,138
+916
+0.9% +$21.1K ﹤0.01% 1719
2019
Q1 		$2.69M Sell
102,222
-702
-0.7% -$21.5K ﹤0.01% 1689
2018
Q4 		$2.57M Buy
102,924
+12,082
+13% +$367K ﹤0.01% 1683
2018
Q3 		$3.31M Buy
90,842
+3,232
+4% +$139K ﹤0.01% 1693
2018
Q2 		$3.49M Buy
87,610
+2,236
+3% +$79.5K ﹤0.01% 1674
2018
Q1 		$3.35M Buy
85,374
+2,026
+2% +$61.5K ﹤0.01% 1664
2017
Q4 		$2.41M Sell
83,348
-650
-0.8% -$18.9K ﹤0.01% 1732
2017
Q3 		$2.73M Sell
83,998
-1,915
-2% -$64K ﹤0.01% 1695
2017
Q2 		$3.87M Sell
85,913
-5,354
-6% -$246K ﹤0.01% 1623
2017
Q1 		$4.73M Buy
91,267
+18,343
+25% +$1.01M 0.01% 1551
2016
Q4 		$3.92M Buy
72,924
+13,518
+23% +$700K 0.01% 1596
2016
Q3 		$2.98M Buy
59,406
+1,983
+3% +$91.7K ﹤0.01% 1616
2016
Q2 		$2.16M Buy
57,423
+1,028
+2% +$39.9K ﹤0.01% 1642
2016
Q1 		$2.1M Buy
56,395
+2,624
+5% +$86.4K ﹤0.01% 1623
2015
Q4 		$1.95M Buy
53,771
+2,365
+5% +$93.7K ﹤0.01% 1654
2015
Q3 		$1.91M Buy
51,406
+1,700
+3% +$62.3K ﹤0.01% 1656
2015
Q2 		$1.81M Sell
49,706
-854
-2% -$34.7K ﹤0.01% 1701
2015
Q1 		$2.23M Buy
50,560
+1,132
+2% +$56.5K ﹤0.01% 1635
2014
Q4 		$2.56M Buy
+49,428
New +$2.37M ﹤0.01% 1630

Other funds holding VRTV

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Principal Financial Group's VRTV Position: Q4 2023 in Review

Principal Financial Group sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 72,982 shares — an estimated $12.3M sold.

Principal Financial Group first reported a position in VRTV in Q4 2014 and held it in 36 quarters. The position peaked at $13.1M in Q1 2022. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

  • Principal Financial Group reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 72,982 VERITIV CORPORATION shares in Q4 2023, an estimated $12.3M.
  • Principal Financial Group first reported a position in VERITIV CORPORATION in Q4 2014 and held it in 36 quarters.
  • Principal Financial Group's VERITIV CORPORATION position peaked at $13.1M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.