Veritas Investment Management’s Principal Financial Group PFG Stock Holding History

Veritas Investment Management’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 Q1	–	Sell	-2,500	Closed	-$137K	–	78
2019 Q4	$137K	Hold	2,500	–	–	0.01%	47
2019 Q3	$143K	Hold	2,500	–	–	0.01%	55
2019 Q2	$145K	Sell	2,500 -2,200	-47%	-$121K	0.01%	44
2019 Q1	$236K	Hold	4,700	–	–	0.02%	38
2018 Q4	$208K	Hold	4,700	–	–	0.03%	38
2018 Q3	$275K	Hold	4,700	–	–	0.03%	36
2018 Q2	$249K	Hold	4,700	–	–	0.03%	34
2018 Q1	$286K	Sell	4,700 -575	-11%	-$37.8K	0.04%	34
2017 Q4	$372K	Hold	5,275	–	–	0.05%	31
2017 Q3	$339K	Sell	5,275 -2,400	-31%	-$154K	0.05%	31
2017 Q2	$492K	Hold	7,675	–	–	0.07%	29
2017 Q1	$484K	Hold	7,675	–	–	0.08%	32
2016 Q4	$444K	Hold	7,675	–	–	0.08%	34
2016 Q3	$395K	Hold	7,675	–	–	0.07%	39
2016 Q2	$316K	Hold	7,675	–	–	0.06%	43
2016 Q1	$303K	Sell	7,675 -3,170	-29%	-$122K	0.06%	47
2015 Q4	$488K	Hold	10,845	–	–	0.09%	40
2015 Q3	$513K	Hold	10,845	–	–	0.13%	33
2015 Q2	$556K	Hold	10,845	–	–	0.16%	31
2015 Q1	$557K	Buy	+10,845	New	+$545K	0.19%	27
2014 Q4	–	Sell	-16,495	Closed	-$866K	–	51
2014 Q3	$866K	Sell	16,495 -5,527	-25%	-$289K	0.28%	25
2014 Q2	$1.11M	Buy	22,022 +4,000	+22%	+$188K	0.38%	22
2014 Q1	$829K	Hold	18,022	–	–	0.32%	24
2013 Q4	$889K	Buy	18,022 +5,650	+46%	+$268K	0.42%	24
2013 Q3	$528K	Buy	12,372 +8,537	+223%	+$356K	0.31%	28
2013 Q2	$142K	Buy	+3,835	New	+$140K	0.09%	39

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

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

Veritas Investment Management's PFG Position: Q1 2020 in Review

Veritas Investment Management sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 2,500 shares — an estimated $137K sold.

Veritas Investment Management first reported a position in PFG in Q2 2013 and held it in 26 quarters. The position peaked at $1.11M in Q2 2014. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

Veritas Investment Management reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
Veritas Investment Management sold 2,500 Principal Financial Group shares in Q1 2020, an estimated $137K.
Veritas Investment Management first reported a position in Principal Financial Group in Q2 2013 and held it in 26 quarters.
Veritas Investment Management's Principal Financial Group position peaked at $1.11M in Q2 2014.
565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Veritas Investment Management's 13F filing for Q1 2020, filed 6 May 2020.