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Ridgewood Investments’s Principal Financial Group PFG Stock Holding History

Ridgewood 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
2023
Q3 		– Sell
-96
Closed -$7.28K – 590
2023
Q2 		$7.28K Hold
96
– – ﹤0.01% 548
2023
Q1 		$7.13K Buy
+96
New +$8.14K ﹤0.01% 551

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ridgewood Investments's PFG Position: Q3 2023 in Review

Ridgewood Investments sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 96 shares — an estimated $7.28K sold.

Ridgewood Investments first reported a position in PFG in Q1 2023 and held it in 2 quarters. The position peaked at $7.28K in Q2 2023. 721 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Ridgewood Investments reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 96 Principal Financial Group shares in Q3 2023, an estimated $7.28K.
  • Ridgewood Investments first reported a position in Principal Financial Group in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's Principal Financial Group position peaked at $7.28K in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.