Qtron Investments’s Principal Financial Group PFG Stock Holding History

Qtron Investments’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,154	Closed	-$359K	–	488
2024 Q1	$359K	Hold	4,154	–	–	0.05%	403
2023 Q4	$327K	Hold	4,154	–	–	0.05%	400
2023 Q3	$299K	Sell	4,154 -1,688	-29%	-$131K	0.06%	362
2023 Q2	$443K	Sell	5,842 -1,487	-20%	-$107K	0.08%	300
2023 Q1	$545K	Buy	7,329 +3,175	+76%	+$269K	0.11%	257
2022 Q4	$349K	Hold	4,154	–	–	0.07%	316
2022 Q3	$300K	Hold	4,154	–	–	0.07%	331
2022 Q2	$277K	Buy	+4,154	New	+$292K	0.06%	348
2022 Q1	–	Sell	-4,412	Closed	-$319K	–	367
2021 Q4	$319K	Hold	4,412	–	–	0.07%	278
2021 Q3	$284K	Sell	4,412 -7,383	-63%	-$474K	0.08%	258
2021 Q2	$745K	Buy	11,795 +7,208	+157%	+$461K	0.19%	163
2021 Q1	$275K	Hold	4,587	–	–	0.08%	275
2020 Q4	$228K	Buy	+4,587	New	+$210K	0.06%	299
2020 Q3	–	Sell	-9,842	Closed	-$409K	–	290
2020 Q2	$409K	Buy	+9,842	New	+$359K	0.16%	158
2019 Q4	–	Sell	-8,733	Closed	-$499K	–	257
2019 Q3	$499K	Buy	8,733 +34	+0.4%	+$1.91K	0.3%	115
2019 Q2	$504K	Hold	8,699	–	–	0.31%	112
2019 Q1	$437K	Buy	+8,699	New	+$431K	0.4%	66

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Qtron Investments's PFG Position: Q2 2024 in Review

Qtron Investments sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 4,154 shares — an estimated $359K sold.

Qtron Investments first reported a position in PFG in Q1 2019 and held it in 17 quarters. The position peaked at $745K in Q2 2021. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

Qtron Investments reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
Qtron Investments sold 4,154 Principal Financial Group shares in Q2 2024, an estimated $359K.
Qtron Investments first reported a position in Principal Financial Group in Q1 2019 and held it in 17 quarters.
Qtron Investments's Principal Financial Group position peaked at $745K in Q2 2021.
795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Qtron Investments's 13F filing for Q2 2024, filed 12 Aug 2024.