Principal Financial Group
EVA

Principal Financial Group’s Enviva Inc. EVA Stock Holding History

Principal Financial Group’s Portfolio EVA Stock Details EVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,887
Closed -$206K – 2507
2022
Q4 		$206K Buy
3,887
+361
+10% +$20.6K ﹤0.01% 2187
2022
Q3 		$212K Sell
3,526
-646
-15% -$43.4K ﹤0.01% 2192
2022
Q2 		$239K Sell
4,172
-4,608
-52% -$347K ﹤0.01% 2246
2022
Q1 		$695K Buy
+8,780
New +$641K ﹤0.01% 2051

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Principal Financial Group's EVA Position: Q1 2023 in Review

Principal Financial Group sold out of Enviva Inc. (EVA) in Q1 2023, closing a stake of 3,887 shares — an estimated $206K sold.

Principal Financial Group first reported a position in EVA in Q1 2022 and held it in 4 quarters. The position peaked at $695K in Q1 2022. 176 funds tracked by Wall St. Rank hold EVA as of Q1 2023.

  • Principal Financial Group reported no remaining Enviva Inc. position as of Q1 2023 after selling out during the quarter.
  • Principal Financial Group sold 3,887 Enviva Inc. shares in Q1 2023, an estimated $206K.
  • Principal Financial Group first reported a position in Enviva Inc. in Q1 2022 and held it in 4 quarters.
  • Principal Financial Group's Enviva Inc. position peaked at $695K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2023.

Based on Principal Financial Group's 13F filing for Q1 2023, filed 9 May 2023.