ZCM
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Zebra Capital Management’s Principal Financial Group PFG Stock Holding History

Zebra Capital 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
2019
Q3 		– Sell
-5,807
Closed -$336K – 383
2019
Q2 		$336K Sell
5,807
-732
-11% -$40.3K 0.17% 215
2019
Q1 		$328K Sell
6,539
-1,066
-14% -$52.8K 0.17% 247
2018
Q4 		$336K Sell
7,605
-1,028
-12% -$50.6K 0.21% 219
2018
Q3 		$506K Sell
8,633
-6,298
-42% -$351K 0.23% 194
2018
Q2 		$791K Buy
+14,931
New +$868K 0.34% 148

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zebra Capital Management's PFG Position: Q3 2019 in Review

Zebra Capital Management sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 5,807 shares — an estimated $336K sold.

Zebra Capital Management first reported a position in PFG in Q2 2018 and held it in 5 quarters. The position peaked at $791K in Q2 2018. 614 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Zebra Capital Management reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Zebra Capital Management sold 5,807 Principal Financial Group shares in Q3 2019, an estimated $336K.
  • Zebra Capital Management first reported a position in Principal Financial Group in Q2 2018 and held it in 5 quarters.
  • Zebra Capital Management's Principal Financial Group position peaked at $791K in Q2 2018.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Zebra Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.