SXL
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Summit X LLC’s Principal Financial Group PFG Stock Holding History

Summit X LLC’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
-4,769
Closed -$362K – 257
2023
Q2 		$362K Sell
4,769
-151
-3% -$10.9K 0.09% 190
2023
Q1 		$366K Sell
4,920
-270
-5% -$22.9K 0.09% 190
2022
Q4 		$347K Sell
5,190
-103
-2% -$8.84K 0.1% 193
2022
Q3 		$378K Buy
5,293
+103
+2% +$7.4K 0.11% 185
2022
Q2 		$344K Buy
5,190
+2,102
+68% +$148K 0.1% 196
2022
Q1 		$228K Buy
+3,088
New +$224K 0.06% 230

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit X LLC's PFG Position: Q3 2023 in Review

Summit X LLC sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 4,769 shares — an estimated $362K sold.

Summit X LLC first reported a position in PFG in Q1 2022 and held it in 6 quarters. The position peaked at $378K in Q3 2022. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Summit X LLC reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 4,769 Principal Financial Group shares in Q3 2023, an estimated $362K.
  • Summit X LLC first reported a position in Principal Financial Group in Q1 2022 and held it in 6 quarters.
  • Summit X LLC's Principal Financial Group position peaked at $378K in Q3 2022.
  • 722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.