PRINCIPAL FDS INC - MIDCAP FD INST

CUSIP: 74253Q747

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / MIDCAP FD INST
Total 13F shares
1,305,425
Share change
+91,895
Total reported value
$55,479,834
Price per share
$42.50
Number of holders
4
Value change
+$3,906,500
Number of buys
1
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 74253Q747?
CUSIP 74253Q747 identifies 74253Q747 - PRINCIPAL FDS INC - MIDCAP FD INST in SEC institutional holdings data.

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Institutional Holders of PRINCIPAL FDS INC - MIDCAP FD INST as of Q1 2024

As of 31 Mar 2024, PRINCIPAL FDS INC - MIDCAP FD INST was held by 4 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,305,425 shares. The largest 4 holders included Fulton Bank, N.A., ENCOMPASS WEALTH ADVISORS, LLC, MOODY LYNN & LIEBERSON, LLC, and Coston, McIsaac & Partners. This page lists 4 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.