Sherbrooke Park Advisers’s Principal Financial Group PFG Stock Holding History

Sherbrooke Park Advisers’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 Q3	–	Sell	-8,208	Closed	-$644K	–	1172
2024 Q2	$644K	Buy	8,208 +2,079	+34%	+$169K	0.11%	306
2024 Q1	$529K	Buy	+6,129	New	+$492K	0.1%	340
2023 Q3	–	Sell	-5,700	Closed	-$432K	–	596
2023 Q2	$432K	Buy	+5,700	New	+$411K	0.23%	204

Other funds holding PFG

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sherbrooke Park Advisers's PFG Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 8,208 shares — an estimated $644K sold.

Sherbrooke Park Advisers first reported a position in PFG in Q2 2023 and held it in 3 quarters. The position peaked at $644K in Q2 2024. 783 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

Sherbrooke Park Advisers reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
Sherbrooke Park Advisers sold 8,208 Principal Financial Group shares in Q3 2024, an estimated $644K.
Sherbrooke Park Advisers first reported a position in Principal Financial Group in Q2 2023 and held it in 3 quarters.
Sherbrooke Park Advisers's Principal Financial Group position peaked at $644K in Q2 2024.
783 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.