Segall Bryant & Hamill’s Principal Financial Group PFG Stock Holding History

Segall Bryant & Hamill’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
2020 Q3	–	Sell	-10,785	Closed	-$448K	–	763
2020 Q2	$448K	Sell	10,785 -13,930	-56%	-$508K	0.01%	611
2020 Q1	$774K	Sell	24,715 -1,395	-5%	-$66K	0.02%	490
2019 Q4	$1.43M	Hold	26,110	–	–	0.02%	455
2019 Q3	$1.49M	Sell	26,110 -3,965	-13%	-$223K	0.02%	455
2019 Q2	$1.74M	Sell	30,075 -2,770	-8%	-$153K	0.03%	435
2019 Q1	$1.65M	Buy	32,845 +900	+3%	+$44.6K	0.03%	445
2018 Q4	$1.41M	Sell	31,945 -1,285	-4%	-$63.2K	0.02%	458
2018 Q3	$1.95M	Buy	33,230 +28,200	+561%	+$1.57M	0.03%	441
2018 Q2	$266K	Buy	5,030 +580	+13%	+$33.7K	﹤0.01%	778
2018 Q1	$271K	Hold	4,450	–	–	0.01%	537
2017 Q4	$314K	Hold	4,450	–	–	0.01%	485
2017 Q3	$286K	Hold	4,450	–	–	0.01%	500
2017 Q2	$285K	Hold	4,450	–	–	0.01%	499
2017 Q1	$281K	Hold	4,450	–	–	0.01%	492
2016 Q4	$257K	Hold	4,450	–	–	0.01%	500
2016 Q3	$229K	Buy	+4,450	New	+$208K	0.01%	511

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 $3.38T AUM 44.17% 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

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

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

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Segall Bryant & Hamill's PFG Position: Q3 2020 in Review

Segall Bryant & Hamill sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 10,785 shares — an estimated $448K sold.

Segall Bryant & Hamill first reported a position in PFG in Q3 2016 and held it in 16 quarters. The position peaked at $1.95M in Q3 2018. 569 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

Segall Bryant & Hamill reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
Segall Bryant & Hamill sold 10,785 Principal Financial Group shares in Q3 2020, an estimated $448K.
Segall Bryant & Hamill first reported a position in Principal Financial Group in Q3 2016 and held it in 16 quarters.
Segall Bryant & Hamill's Principal Financial Group position peaked at $1.95M in Q3 2018.
569 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Segall Bryant & Hamill's 13F filing for Q3 2020, filed 13 Nov 2020.