Principal Financial Group
EVRI

Principal Financial Group’s Everi Holdings EVRI Stock Holding History

Principal Financial Group’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,327
Closed -$104K – 2399
2024
Q1 		$104K Buy
10,327
+163
+2% +$1.69K ﹤0.01% 2270
2023
Q4 		$115K Sell
10,164
-118
-1% -$1.33K ﹤0.01% 2250
2023
Q3 		$136K Buy
+10,282
New +$146K ﹤0.01% 2225
2023
Q2 		– Sell
-16,645
Closed -$285K – 2443
2023
Q1 		$285K Sell
16,645
-182
-1% -$3.15K ﹤0.01% 2094
2022
Q4 		$241K Buy
16,827
+6,017
+56% +$100K ﹤0.01% 2151
2022
Q3 		$175K Buy
+10,810
New +$199K ﹤0.01% 2232
2022
Q2 		– Sell
-86,997
Closed -$1.83M – 2547
2022
Q1 		$1.83M Buy
86,997
+11,924
+16% +$254K ﹤0.01% 1876
2021
Q4 		$1.6M Buy
75,073
+3,598
+5% +$82K ﹤0.01% 1893
2021
Q3 		$1.73M Buy
71,475
+58,111
+435% +$1.33M ﹤0.01% 1898
2021
Q2 		$333K Buy
13,364
+1,769
+15% +$33.4K ﹤0.01% 2326
2021
Q1 		$164K Buy
11,595
+527
+5% +$7.49K ﹤0.01% 2393
2020
Q4 		$153K Buy
+11,068
New +$120K ﹤0.01% 2328
2020
Q3 		– Sell
-10,738
Closed -$55K – 2329
2020
Q2 		$55K Sell
10,738
-433
-4% -$2.2K ﹤0.01% 2282
2020
Q1 		$37K Buy
+11,171
New +$114K ﹤0.01% 2164
2019
Q4 		– Sell
-51,592
Closed -$437K – 2241
2019
Q3 		$437K Buy
51,592
+13,453
+35% +$138K ﹤0.01% 1978
2019
Q2 		$455K Buy
+38,139
New +$414K ﹤0.01% 1981
2018
Q4 		– Sell
-12,998
Closed -$119K – 2264
2018
Q3 		$119K Buy
12,998
+2,627
+25% +$21.5K ﹤0.01% 2220
2018
Q2 		$75K Buy
+10,371
New +$74.3K ﹤0.01% 2235
2018
Q1 		– Sell
-10,876
Closed -$82K – 2217
2017
Q4 		$82K Buy
10,876
+386
+4% +$3.11K ﹤0.01% 2201
2017
Q3 		$80K Sell
10,490
-1,168
-10% -$8.78K ﹤0.01% 2148
2017
Q2 		$85K Buy
+11,658
New +$75.5K ﹤0.01% 2198
2016
Q2 		– Sell
-12,649
Closed -$29K – 2178
2016
Q1 		$29K Buy
12,649
+859
+7% +$2.58K ﹤0.01% 2148
2015
Q4 		$52K Hold
11,790
– – ﹤0.01% 2145
2015
Q3 		$60K Sell
11,790
-5,588
-32% -$32K ﹤0.01% 2125
2015
Q2 		$135K Sell
17,378
-1,034
-6% -$8.08K ﹤0.01% 2100
2015
Q1 		$140K Buy
18,412
+1,848
+11% +$13.2K ﹤0.01% 2067
2014
Q4 		$118K Sell
16,564
-5,396
-25% -$38K ﹤0.01% 2100
2014
Q3 		$148K Buy
21,960
+7,300
+50% +$58.5K ﹤0.01% 2076
2014
Q2 		$130K Sell
14,660
-3,239
-18% -$25.7K ﹤0.01% 2168
2014
Q1 		$123K Sell
17,899
-367
-2% -$3.13K ﹤0.01% 2210
2013
Q4 		$182K Sell
18,266
-338
-2% -$2.97K ﹤0.01% 2174
2013
Q3 		$145K Sell
18,604
-11,873
-39% -$87.8K ﹤0.01% 2178
2013
Q2 		$191K Buy
+30,477
New +$207K ﹤0.01% 2095

Other funds holding EVRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's EVRI Position: Q2 2024 in Review

Principal Financial Group sold out of Everi Holdings (EVRI) in Q2 2024, closing a stake of 10,327 shares — an estimated $104K sold.

Principal Financial Group first reported a position in EVRI in Q2 2013 and held it in 33 quarters. The position peaked at $1.83M in Q1 2022. 202 funds tracked by Wall St. Rank hold EVRI as of Q2 2024.

  • Principal Financial Group reported no remaining Everi Holdings position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 10,327 Everi Holdings shares in Q2 2024, an estimated $104K.
  • Principal Financial Group first reported a position in Everi Holdings in Q2 2013 and held it in 33 quarters.
  • Principal Financial Group's Everi Holdings position peaked at $1.83M in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.