Principal Financial Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.8M | Buy |
86,286
+1,807
| +2% | +$592K | 0.01% | 765 |
|
|
2025
Q4 | $28.7M | Sell |
84,479
-3,628
| -4% | -$1.17M | 0.01% | 684 |
|
|
2025
Q3 | $29.7M | Sell |
88,107
-54,905
| -38% | -$17.2M | 0.02% | 656 |
|
|
2025
Q2 | $38.6M | Sell |
143,012
-1,537
| -1% | -$338K | 0.02% | 543 |
|
|
2025
Q1 | $28.9M | Sell |
144,549
-25,879
| -15% | -$6.45M | 0.02% | 633 |
|
|
2024
Q4 | $47.2M | Buy |
170,428
+6,460
| +4% | +$1.83M | 0.03% | 478 |
|
|
2024
Q3 | $41.5M | Sell |
163,968
-15,212
| -8% | -$3.62M | 0.02% | 528 |
|
|
2024
Q2 | $37.3M | Buy |
179,180
+48,640
| +37% | +$9.46M | 0.02% | 560 |
|
|
2024
Q1 | $25.1M | Buy |
130,540
+3,241
| +3% | +$586K | 0.01% | 777 |
|
|
2023
Q4 | $21.8M | Sell |
127,299
-1,352
| -1% | -$196K | 0.01% | 823 |
|
|
2023
Q3 | $17.7M | Sell |
128,651
-3,845
| -3% | -$522K | 0.01% | 882 |
|
|
2023
Q2 | $16.4M | Sell |
132,496
-9,028
| -6% | -$1.04M | 0.01% | 969 |
|
|
2023
Q1 | $16.3M | Buy |
141,524
+1,274
| +0.9% | +$158K | 0.01% | 974 |
|
|
2022
Q4 | $15.3M | Sell |
140,250
-288
| -0.2% | -$30.1K | 0.01% | 987 |
|
|
2022
Q3 | $11.6M | Sell |
140,538
-19,042
| -12% | -$1.8M | 0.01% | 1108 |
|
|
2022
Q2 | $14.9M | Buy |
159,580
+9,710
| +6% | +$1.03M | 0.01% | 1030 |
|
|
2022
Q1 | $16.7M | Sell |
149,870
-19,796
| -12% | -$2.44M | 0.01% | 1045 |
|
|
2021
Q4 | $23M | Sell |
169,666
-98,055
| -37% | -$14.3M | 0.01% | 851 |
|
|
2021
Q3 | $35.8M | Buy |
267,721
+13,817
| +5% | +$1.88M | 0.02% | 564 |
|
|
2021
Q2 | $35.7M | Buy |
253,904
+73,597
| +41% | +$10.3M | 0.02% | 586 |
|
|
2021
Q1 | $23.8M | Buy |
180,307
+29,687
| +20% | +$3.63M | 0.02% | 780 |
|
|
2020
Q4 | $16.5M | Sell |
150,620
-73,089
| -33% | -$6.5M | 0.01% | 913 |
|
|
2020
Q3 | $14.6M | Buy |
223,709
+35,176
| +19% | +$2.13M | 0.01% | 841 |
|
|
2020
Q2 | $11.1M | Buy |
188,533
+19,286
| +11% | +$1.05M | 0.01% | 999 |
|
|
2020
Q1 | $7.79M | Sell |
169,247
-49,385
| -23% | -$3.31M | 0.01% | 1047 |
|
|
2019
Q4 | $16.3M | Buy |
218,632
+29,004
| +15% | +$2.21M | 0.01% | 958 |
|
|
2019
Q3 | $15.2M | Buy |
189,628
+5,314
| +3% | +$440K | 0.01% | 966 |
|
|
2019
Q2 | $16.3M | Sell |
184,314
-136
| -0.1% | -$12.1K | 0.01% | 926 |
|
|
2019
Q1 | $16.8M | Buy |
184,450
+4,763
| +3% | +$418K | 0.02% | 906 |
|
|
2018
Q4 | $12.9M | Sell |
179,687
-5,630
| -3% | -$462K | 0.01% | 1007 |
|
|
2018
Q3 | $18.6M | Buy |
185,317
+3,226
| +2% | +$348K | 0.02% | 904 |
|
|
2018
Q2 | $19.2M | Sell |
182,091
-29,556
| -14% | -$3.05M | 0.02% | 850 |
|
|
2018
Q1 | $18.5M | Sell |
211,647
-112,492
| -35% | -$10.6M | 0.02% | 840 |
|
|
2017
Q4 | $29.2M | Sell |
324,139
-4,674
| -1% | -$390K | 0.03% | 608 |
|
|
2017
Q3 | $26.4M | Sell |
328,813
-16,446
| -5% | -$1.24M | 0.03% | 623 |
|
|
2017
Q2 | $24.3M | Sell |
345,259
-221,758
| -39% | -$16.1M | 0.02% | 657 |
|
|
2017
Q1 | $44.2M | Buy |
567,017
+19,992
| +4% | +$1.55M | 0.05% | 365 |
|
|
2016
Q4 | $37.6M | Buy |
547,025
+20,446
| +4% | +$1.26M | 0.05% | 400 |
|
|
2016
Q3 | $27.1M | Buy |
526,579
+4,265
| +0.8% | +$214K | 0.04% | 518 |
|
|
2016
Q2 | $23.1M | Buy |
522,314
+1,340
| +0.3% | +$66.7K | 0.03% | 545 |
|
|
2016
Q1 | $27M | Buy |
520,974
+18,348
| +4% | +$877K | 0.04% | 453 |
|
|
2015
Q4 | $27.2M | Buy |
502,626
+93,386
| +23% | +$5.04M | 0.04% | 433 |
|
|
2015
Q3 | $20.6M | Sell |
409,240
-3,977
| -1% | -$218K | 0.03% | 537 |
|
|
2015
Q2 | $22.3M | Buy |
413,217
+140,830
| +52% | +$7.19M | 0.03% | 534 |
|
|
2015
Q1 | $14.1M | Buy |
272,387
+10,671
| +4% | +$542K | 0.02% | 734 |
|
|
2014
Q4 | $13.7M | Sell |
261,716
-1,529
| -0.6% | -$76.5K | 0.02% | 742 |
|
|
2014
Q3 | $12.4M | Buy |
263,245
+6,863
| +3% | +$356K | 0.02% | 762 |
|
|
2014
Q2 | $14.8M | Sell |
256,382
-83,347
| -25% | -$4.57M | 0.02% | 693 |
|
|
2014
Q1 | $18.8M | Buy |
339,729
+28,112
| +9% | +$1.61M | 0.03% | 537 |
|
|
2013
Q4 | $18.6M | Buy |
311,617
+129,890
| +71% | +$6.91M | 0.03% | 538 |
|
|
2013
Q3 | $8.95M | Buy |
181,727
+171,249
| +1,634% | +$7.88M | 0.02% | 876 |
|
|
2013
Q2 | $412K | Buy |
+10,478
| New | +$406K | ﹤0.01% | 1862 |
|
Other funds holding EVR
VPM
VCM
