Convergence Investment Partners, LLC Principal Financial Group Inc Transaction History

Convergence Investment Partners, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 05, 2021	SELL	$38.25 - $52.6 $1.36 Million - $1.87 Million	-35,474 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$37.79 - $46.18 $715,818 - $874,741	18,942 Added 114.58%	35,474 $1.43 Million
Q2 2020 Jul 30, 2020	SELL	$26.41 - $48.72 $15,080 - $27,819	-571 Reduced 3.34%	16,532 $687,000
Q1 2020 Apr 23, 2020	SELL	$24.16 - $57.08 $35,756 - $84,478	-1,480 Reduced 7.96%	17,103 $536,000
Q4 2019 Jan 22, 2020	SELL	$52.35 - $57.4 $48,894 - $53,611	-934 Reduced 4.79%	18,583 $1.02 Million
Q3 2019 Oct 22, 2019	SELL	$52.18 - $60.68 $254,168 - $295,572	-4,871 Reduced 19.97%	19,517 $1.12 Million
Q2 2019 Jul 23, 2019	BUY	$51.57 - $57.92 $1.26 Million - $1.41 Million	24,388 New	24,388 $1.41 Million
Q3 2018 Nov 13, 2018	SELL	$52.86 - $59.54 $979,865 - $1.1 Million	-18,537 Closed	0 $0
Q2 2018 Aug 07, 2018	SELL	$52.58 - $61.46 $377,734 - $441,528	-7,184 Reduced 27.93%	18,537 $982,000
Q1 2018 May 14, 2018	BUY	$57.76 - $75.04 $15,133 - $19,660	262 Added 1.03%	25,721 $1.57 Million
Q4 2017 Jan 16, 2018	SELL	$64.92 - $71.76 $49,923 - $55,183	-769 Reduced 2.93%	25,459 $1.8 Million
Q3 2017 Nov 13, 2017	BUY	$59.92 - $67.04 $1.57 Million - $1.76 Million	26,228	26,228 $1.69 Million

836

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19.3B
Description
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...

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