Zimmer Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-175,000
| Closed | -$11.1M | – | 173 |
|
2021
Q2 | $11.1M | Sell |
175,000
-125,000
| -42% | -$7.9M | 0.15% | 87 |
|
2021
Q1 | $18M | Sell |
300,000
-200,000
| -40% | -$12M | 0.24% | 80 |
|
2020
Q4 | $24.8M | Sell |
500,000
-212,500
| -30% | -$10.5M | 0.36% | 58 |
|
2020
Q3 | $28.7M | Buy |
+712,500
| New | +$28.7M | 0.44% | 50 |
|