Sargent Bickham Lagudis’s Principal Financial Group PFG Stock Holding History

Sargent Bickham Lagudis’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
2018 Q4	–	Sell	-147	Closed	-$9K	–	781
2018 Q3	$9K	Hold	147	–	–	﹤0.01%	623
2018 Q2	$8K	Hold	147	–	–	﹤0.01%	617
2018 Q1	$9K	Sell	147 -55	-27%	-$3.62K	﹤0.01%	607
2017 Q4	$14K	Hold	202	–	–	﹤0.01%	553
2017 Q3	$13K	Hold	202	–	–	﹤0.01%	570
2017 Q2	$13K	Hold	202	–	–	﹤0.01%	537
2017 Q1	$13K	Hold	202	–	–	﹤0.01%	553
2016 Q4	$12K	Hold	202	–	–	﹤0.01%	538
2016 Q3	$10K	Hold	202	–	–	﹤0.01%	579
2016 Q2	$8K	Hold	202	–	–	﹤0.01%	573
2016 Q1	$8K	Buy	+202	New	+$7.77K	﹤0.01%	589

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sargent Bickham Lagudis's PFG Position: Q4 2018 in Review

Sargent Bickham Lagudis sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 147 shares — an estimated $9K sold.

Sargent Bickham Lagudis first reported a position in PFG in Q1 2016 and held it in 11 quarters. The position peaked at $14K in Q4 2017. 573 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

Sargent Bickham Lagudis reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 147 Principal Financial Group shares in Q4 2018, an estimated $9K.
Sargent Bickham Lagudis first reported a position in Principal Financial Group in Q1 2016 and held it in 11 quarters.
Sargent Bickham Lagudis's Principal Financial Group position peaked at $14K in Q4 2017.
573 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2018, filed 13 Sep 2021.