ZIG
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Zullo Investment Group’s Principal Financial Group PFG Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-235
Closed -$19.7K – 537
2022
Q4 		$19.7K Hold
235
– – 0.01% 398
2022
Q3 		$17K Hold
235
– – 0.01% 415
2022
Q2 		$16K Hold
235
– – 0.01% 433
2022
Q1 		$17K Hold
235
– – 0.01% 455
2021
Q4 		$17K Buy
+235
New +$16.4K 0.01% 449

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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zullo Investment Group's PFG Position: Q1 2023 in Review

Zullo Investment Group sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 235 shares — an estimated $19.7K sold.

Zullo Investment Group first reported a position in PFG in Q4 2021 and held it in 5 quarters. The position peaked at $19.7K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Zullo Investment Group reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 235 Principal Financial Group shares in Q1 2023, an estimated $19.7K.
  • Zullo Investment Group first reported a position in Principal Financial Group in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Principal Financial Group position peaked at $19.7K in Q4 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.