Principal Financial shares owned by Great Diamond Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Great Diamond Partners
from 13F filings
Historical chart of Great Diamond Partners investment in Principal Financial
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All positions including Principal Financial held by Great Diamond Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by Great Diamond Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $578k | 6.7k | 86.31 |
| 2023-12-31 | $703k | 8.9k | 78.67 |
| 2023-09-30 | $1.4M | 20k | 72.07 |
| 2023-06-30 | $1.5M | 20k | 75.84 |
| 2023-03-31 | $1.5M | 20k | 74.32 |
| 2022-12-31 | $470k | 5.6k | 83.92 |
| 2019-12-31 | $2.0k | 50 | 40.00 |