A detailed history of Principal Financial Group Inc transactions in Evercore Inc. stock. As of the latest transaction made, Principal Financial Group Inc holds 130,540 shares of EVR stock, worth $27.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
130,540
Previous 127,299 2.55%
Holding current value
$27.5 Million
Previous $21.8 Million 15.46%
% of portfolio
0.02%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$163.68 - $196.33 $530,486 - $636,305
3,241 Added 2.55%
130,540 $25.1 Million
Q4 2023

Feb 07, 2024

SELL
$126.39 - $173.41 $170,879 - $234,450
-1,352 Reduced 1.05%
127,299 $21.8 Million
Q3 2023

Nov 02, 2023

SELL
$118.06 - $145.97 $453,940 - $561,254
-3,845 Reduced 2.9%
128,651 $17.7 Million
Q2 2023

Aug 07, 2023

SELL
$105.74 - $124.93 $954,620 - $1.13 Million
-9,028 Reduced 6.38%
132,496 $16.4 Million
Q1 2023

May 09, 2023

BUY
$110.54 - $136.17 $140,827 - $173,480
1,274 Added 0.91%
141,524 $16.3 Million
Q4 2022

Feb 09, 2023

SELL
$84.72 - $116.35 $24,399 - $33,508
-288 Reduced 0.2%
140,250 $15.3 Million
Q3 2022

Nov 09, 2022

SELL
$80.28 - $105.25 $1.53 Million - $2 Million
-19,042 Reduced 11.93%
140,538 $11.6 Million
Q2 2022

Aug 10, 2022

BUY
$93.36 - $115.14 $906,525 - $1.12 Million
9,710 Added 6.48%
159,580 $14.9 Million
Q1 2022

May 09, 2022

SELL
$108.18 - $139.71 $2.14 Million - $2.77 Million
-19,796 Reduced 11.67%
149,870 $16.7 Million
Q4 2021

Feb 09, 2022

SELL
$128.95 - $163.18 $12.6 Million - $16 Million
-98,055 Reduced 36.63%
169,666 $23 Million
Q3 2021

Nov 09, 2021

BUY
$125.41 - $143.61 $1.73 Million - $1.98 Million
13,817 Added 5.44%
267,721 $35.8 Million
Q2 2021

Aug 10, 2021

BUY
$128.03 - $149.4 $9.42 Million - $11 Million
73,597 Added 40.82%
253,904 $35.7 Million
Q1 2021

May 10, 2021

BUY
$106.57 - $142.41 $3.16 Million - $4.23 Million
29,687 Added 19.71%
180,307 $23.8 Million
Q4 2020

Feb 23, 2021

SELL
$66.15 - $111.57 $90.5 Million - $153 Million
-1,368,604 Reduced 90.09%
150,620 $16.5 Million
Q4 2020

Feb 08, 2021

BUY
$66.15 - $111.57 $85.7 Million - $145 Million
1,295,515 Added 579.11%
1,519,224 $167 Million
Q3 2020

Nov 06, 2020

BUY
$53.7 - $66.35 $1.89 Million - $2.33 Million
35,176 Added 18.66%
223,709 $14.6 Million
Q2 2020

Aug 05, 2020

BUY
$45.62 - $67.36 $879,827 - $1.3 Million
19,286 Added 11.4%
188,533 $11.1 Million
Q1 2020

May 12, 2020

SELL
$35.75 - $82.26 $1.77 Million - $4.06 Million
-49,385 Reduced 22.59%
169,247 $7.8 Million
Q4 2019

Feb 05, 2020

BUY
$73.33 - $80.11 $2.13 Million - $2.32 Million
29,004 Added 15.3%
218,632 $16.3 Million
Q3 2019

Nov 13, 2019

BUY
$75.92 - $90.91 $403,438 - $483,095
5,314 Added 2.88%
189,628 $15.2 Million
Q2 2019

Aug 12, 2019

SELL
$77.23 - $98.02 $10,503 - $13,330
-136 Reduced 0.07%
184,314 $16.3 Million
Q1 2019

May 10, 2019

BUY
$73.67 - $93.68 $350,890 - $446,197
4,763 Added 2.65%
184,450 $16.8 Million
Q4 2018

Feb 14, 2019

SELL
$64.9 - $98.8 $365,387 - $556,244
-5,630 Reduced 3.04%
179,687 $12.9 Million
Q3 2018

Nov 14, 2018

BUY
$100.55 - $114.95 $324,374 - $370,828
3,226 Added 1.77%
185,317 $18.6 Million
Q2 2018

Aug 13, 2018

SELL
$86.8 - $112.05 $2.57 Million - $3.31 Million
-29,556 Reduced 13.96%
182,091 $0
Q1 2018

May 14, 2018

SELL
$83.35 - $101.8 $9.38 Million - $11.5 Million
-112,492 Reduced 34.7%
211,647 $18.5 Million
Q4 2017

Feb 13, 2018

SELL
$75.9 - $92.2 $354,756 - $430,942
-4,674 Reduced 1.42%
324,139 $29.2 Million
Q3 2017

Nov 02, 2017

BUY
$70.35 - $80.8 $23.1 Million - $26.6 Million
328,813
328,813 $26.4 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $8.26B
  • Description
  • Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...
More about EVR
Track This Portfolio

Track Principal Financial Group Inc Portfolio

Follow Principal Financial Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Principal Financial Group Inc with notifications on news.