Principal Financial shares owned by Holderness Investments
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Holderness Investments
from 13F filings
Historical chart of Holderness Investments investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Holderness Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Holderness Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $716k | 9.9k | 72.07 |
| 2023-06-30 | $760k | 10k | 75.84 |
| 2023-03-31 | $745k | 10k | 74.32 |
| 2022-12-31 | $839k | 10k | 83.92 |
| 2022-09-30 | $733k | 10k | 72.15 |
| 2022-06-30 | $681k | 10k | 66.80 |
| 2022-03-31 | $770k | 11k | 73.40 |
| 2021-12-31 | $759k | 11k | 72.35 |
| 2021-09-30 | $676k | 11k | 64.41 |
| 2021-06-30 | $655k | 10k | 63.22 |
| 2021-03-31 | $621k | 10k | 59.94 |
| 2020-12-31 | $451k | 9.1k | 49.61 |
| 2020-09-30 | $342k | 8.5k | 40.29 |
| 2020-06-30 | $353k | 8.5k | 41.58 |
| 2020-03-31 | $259k | 8.2k | 31.40 |
| 2019-12-31 | $548k | 10k | 54.96 |
| 2019-09-30 | $570k | 10k | 57.17 |
| 2019-06-30 | $580k | 10k | 57.87 |
| 2019-03-31 | $521k | 10k | 50.18 |
| 2018-12-31 | $462k | 11k | 44.18 |
| 2018-09-30 | $613k | 11k | 58.55 |
| 2018-06-30 | $554k | 11k | 52.91 |
| 2018-03-31 | $638k | 11k | 60.94 |
| 2017-12-31 | $774k | 11k | 70.56 |
| 2017-09-30 | $706k | 11k | 64.36 |
| 2017-06-30 | $738k | 12k | 64.03 |
| 2017-03-31 | $737k | 12k | 63.13 |
| 2016-12-31 | $676k | 12k | 57.90 |
| 2016-09-30 | $601k | 12k | 51.48 |
| 2016-06-30 | $476k | 12k | 41.14 |
| 2016-03-31 | $514k | 13k | 39.47 |
| 2015-12-31 | $590k | 13k | 44.99 |
| 2015-09-30 | $609k | 13k | 47.31 |
| 2015-06-30 | $599k | 12k | 51.32 |
| 2015-03-31 | $604k | 12k | 51.33 |
| 2014-12-31 | $611k | 12k | 51.93 |
More positions owned by Holderness Investments
Home Depot (HD)
View all positions for Holderness Investments