Wedge Capital Management L L P Principal Financial Group Inc Transaction History

Wedge Capital Management L L P

$6.04 Billion
Q1 2024

A detailed history of Wedge Capital Management L L P transactions in Principal Financial Group Inc stock. As of the latest transaction made, Wedge Capital Management L L P holds 24,168 shares of PFG stock, worth $1.89 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

24,168

Previous 19,981 20.95%

Holding current value

$1.89 Million

Previous $1.57 Million 32.72%

% of portfolio

0.03%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$77.2 - $86.31 $323,236 - $361,379	4,187 Added 20.95%	24,168 $2.09 Million
Q4 2023 Feb 01, 2024	BUY	$66.88 - $79.58 $231,872 - $275,903	3,467 Added 20.99%	19,981 $1.57 Million
Q3 2023 Oct 13, 2023	SELL	$72.0 - $84.1 $2.03 Million - $2.37 Million	-28,154 Reduced 63.03%	16,514 $1.19 Million
Q2 2023 Jul 17, 2023	BUY	$65.46 - $77.11 $2.71 Million - $3.19 Million	41,373 Added 1255.63%	44,668 $3.39 Million
Q1 2023 Apr 11, 2023	BUY	$69.69 - $93.39 $26,760 - $35,861	384 Added 13.19%	3,295 $244,000

Q4 2022 Jan 17, 2023	SELL	$75.39 - $95.0 $30,985 - $39,045	-411 Reduced 12.37%	2,911 $244,000
Q3 2022 Oct 13, 2022	SELL	$61.13 - $79.78 $26.4 Million - $34.5 Million	-432,348 Reduced 99.24%	3,322 $240,000
Q2 2022 Jul 11, 2022	SELL	$62.84 - $76.21 $2.24 Million - $2.72 Million	-35,722 Reduced 7.58%	435,670 $29.1 Million
Q1 2022 Apr 12, 2022	SELL	$64.37 - $78.95 $898,283 - $1.1 Million	-13,955 Reduced 2.88%	471,392 $34.6 Million
Q4 2021 Jan 24, 2022	SELL	$65.12 - $73.93 $1.16 Million - $1.31 Million	-17,787 Reduced 3.54%	485,347 $35.1 Million
Q3 2021 Oct 14, 2021	SELL	$59.2 - $68.12 $1.45 Million - $1.67 Million	-24,558 Reduced 4.65%	503,134 $32.4 Million
Q2 2021 Jul 14, 2021	BUY	$59.74 - $66.87 $1.34 Million - $1.5 Million	22,392 Added 4.43%	527,692 $33.3 Million
Q1 2021 Apr 12, 2021	BUY	$48.31 - $61.55 $1.4 Million - $1.79 Million	29,071 Added 6.1%	505,300 $30.3 Million
Q4 2020 Jan 08, 2021	BUY	$38.25 - $52.6 $231,068 - $317,756	6,041 Added 1.28%	476,229 $23.6 Million
Q3 2020 Oct 08, 2020	SELL	$37.79 - $46.18 $4.25 Million - $5.2 Million	-112,507 Reduced 19.31%	470,188 $18.9 Million
Q2 2020 Jul 10, 2020	SELL	$26.41 - $48.72 $657,424 - $1.21 Million	-24,893 Reduced 4.1%	582,695 $24.2 Million
Q1 2020 Apr 13, 2020	BUY	$24.16 - $57.08 $1.44 Million - $3.41 Million	59,781 Added 10.91%	607,588 $19 Million
Q4 2019 Jan 15, 2020	BUY	$52.35 - $57.4 $1.55 Million - $1.7 Million	29,656 Added 5.72%	547,807 $30.1 Million
Q3 2019 Nov 01, 2019	SELL	$52.18 - $60.68 $256,569 - $298,363	-4,917 Reduced 0.94%	518,151 $29.6 Million
Q2 2019 Aug 01, 2019	SELL	$51.57 - $57.92 $375,223 - $421,425	-7,276 Reduced 1.37%	523,068 $30.3 Million
Q1 2019 May 02, 2019	SELL	$43.39 - $53.09 $2.48 Million - $3.04 Million	-57,229 Reduced 9.74%	530,344 $26.6 Million
Q4 2018 Jan 31, 2019	BUY	$41.08 - $60.65 $1.11 Million - $1.64 Million	27,010 Added 4.82%	587,573 $26 Million
Q3 2018 Nov 01, 2018	BUY	$52.86 - $59.54 $1.32 Million - $1.49 Million	25,037 Added 4.68%	560,563 $32.8 Million
Q2 2018 Jul 31, 2018	SELL	$52.58 - $61.46 $153,533 - $179,463	-2,920 Reduced 0.54%	535,526 $28.4 Million
Q1 2018 May 01, 2018	BUY	$57.76 - $75.04 $3.96 Million - $5.14 Million	68,494 Added 14.57%	538,446 $32.8 Million
Q4 2017 Jan 31, 2018	SELL	$64.92 - $71.76 $2.02 Million - $2.23 Million	-31,079 Reduced 6.2%	469,952 $33.2 Million
Q3 2017 Oct 31, 2017	BUY	$59.92 - $67.04 $30 Million - $33.6 Million	501,031	501,031 $32.2 Million

Others Institutions Holding PFG

# of Institutions

812

Shares Held

162M

Call Options Held

216K

Put Options Held

237K

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 $19.5B
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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Wedge Capital Management L L P Principal Financial Group Inc Transaction History