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Winslow Evans & Crocker’s Principal Financial Group PFG Stock Holding History

Winslow Evans & Crocker’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
Q4 		$22K Hold
437
– – ﹤0.01% 770
2020
Q3 		$18K Hold
437
– – ﹤0.01% 643
2020
Q2 		$18K Sell
437
-1
-0.2% -$36 ﹤0.01% 633
2020
Q1 		$14K Hold
438
– – ﹤0.01% 641
2019
Q4 		$26K Hold
438
– – 0.01% 624
2019
Q3 		$26K Hold
438
– – 0.01% 615
2019
Q2 		$26K Hold
438
– – 0.01% 628
2019
Q1 		$22K Hold
438
– – 0.01% 646
2018
Q4 		$20K Hold
438
– – 0.01% 630
2018
Q3 		$26K Hold
438
– – 0.01% 617
2018
Q2 		$24K Hold
438
– – 0.01% 645
2018
Q1 		$26.6K Hold
438
– – 0.01% 597
2017
Q4 		$30.8K Hold
438
– – 0.01% 584
2017
Q3 		$28.1K Buy
438
+1
+0.2% +$64 0.01% 588
2017
Q2 		$28K Sell
437
-1
-0.2% -$63 0.01% 685
2017
Q1 		$27.6K Hold
438
– – 0.01% 666
2016
Q4 		$25.3K Hold
438
– – 0.01% 679
2016
Q3 		$22.5K Hold
438
– – 0.01% 706
2016
Q2 		$18K Buy
438
+1
+0.2% +$42 0.01% 720
2016
Q1 		$17.2K Sell
437
-1
-0.2% -$38 0.01% 739
2015
Q4 		$19.7K Hold
438
– – 0.01% 751
2015
Q3 		$20.7K Hold
438
– – 0.01% 711
2015
Q2 		$22.4K Hold
438
– – 0.01% 735
2015
Q1 		$22.4K Hold
438
– – 0.01% 708
2014
Q4 		$22.7K Hold
438
– – 0.01% 698
2014
Q3 		$22.9K Buy
438
+1
+0.2% +$52 0.01% 709
2014
Q2 		$22.1K Hold
437
– – 0.01% 652
2014
Q1 		$20.1K Sell
437
-17
-4% -$778 0.01% 673
2013
Q4 		$23K Buy
+454
New +$21.6K 0.01% 659

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winslow Evans & Crocker's PFG Position: Q4 2020 in Review

Winslow Evans & Crocker held its Principal Financial Group (PFG) position steady in Q4 2020 at 437 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Winslow Evans & Crocker first reported a position in PFG in Q4 2013 and has held it in 29 quarters since. The position peaked at $30.8K in Q4 2017. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Winslow Evans & Crocker held 437 shares of Principal Financial Group worth $22K as of Q4 2020.
  • Winslow Evans & Crocker left its Principal Financial Group share count unchanged in Q4 2020.
  • Principal Financial Group made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #770 holding.
  • Winslow Evans & Crocker first reported a position in Principal Financial Group in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Principal Financial Group position peaked at $30.8K in Q4 2017.
  • 620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.