Manchester Capital Management LLC Principal Financial Group Inc Transaction History

Manchester Capital Management LLC

$789 Million
Q1 2025

A detailed history of Manchester Capital Management LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Manchester Capital Management LLC holds 1,270 shares of PFG stock, worth $100,571. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,270

Previous 1,225 3.67%

Holding current value

$100,571

Previous $94,000 13.83%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$76.34 - $89.04 $3,435 - $4,006	45 Added 3.67%	1,270 $107,000
Q4 2024 Jan 30, 2025	SELL	$74.91 - $91.26 $9,513 - $11,590	-127 Reduced 9.39%	1,225 $94,000
Q3 2024 Nov 05, 2024	BUY	$72.94 - $87.46 $2,698 - $3,236	37 Added 2.81%	1,352 $116,000
Q2 2024 Aug 08, 2024	BUY	$76.66 - $86.01 $20,391 - $22,878	266 Added 25.36%	1,315 $103,000
Q1 2024 May 06, 2024	BUY	$77.2 - $86.31 $617 - $690	8 Added 0.77%	1,049 $90,000
Q4 2023 Feb 08, 2024	BUY	$66.88 - $79.58 $2,675 - $3,183	40 Added 4.0%	1,041 $81,000
Q3 2023 Nov 09, 2023	BUY	$72.0 - $84.1 $144 - $168	2 Added 0.2%	1,001 $72,000
Q2 2023 Aug 14, 2023	BUY	$65.46 - $77.11 $1,440 - $1,696	22 Added 2.25%	999 $75,000
Q1 2023 May 09, 2023	BUY	$69.69 - $93.39 $1,184 - $1,587	17 Added 1.77%	977 $72,000
Q3 2022 Nov 08, 2022	SELL	$61.13 - $79.78 $1,283 - $1,675	-21 Reduced 2.14%	960 $69,000
Q2 2022 Aug 10, 2022	SELL	$62.84 - $76.21 $942 - $1,143	-15 Reduced 1.51%	981 $66,000
Q1 2022 May 09, 2022	BUY	$64.37 - $78.95 $2,317 - $2,842	36 Added 3.75%	996 $73,000
Q1 2021 May 13, 2021	SELL	$48.31 - $61.55 $3,816 - $4,862	-79 Reduced 7.6%	960 $58,000
Q4 2020 Feb 16, 2021	BUY	$38.25 - $52.6 $3,021 - $4,155	79 Added 8.23%	1,039 $52,000
Q2 2018 Aug 08, 2018	SELL	$52.58 - $61.46 $4,153 - $4,855	-79 Reduced 7.6%	960 $51,000
Q1 2018 May 07, 2018	BUY	$57.76 - $75.04 $4,563 - $5,928	79 Added 8.23%	1,039 $63,000
Q3 2017 Nov 09, 2017	BUY	$59.92 - $67.04 $57,523 - $64,358	960	960 $62,000

Others Institutions Holding PFG

# of Institutions

928

Shares Held

164M

Call Options Held

145K

Put Options Held

117K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19.7B
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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Manchester Capital Management LLC Principal Financial Group Inc Transaction History