Joel Greenblatt - Gotham Asset Management
Holding/activity history for Principal U.S. Mega-Cap ETF (USMC)
← All USMC superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 9,191 | <0.01 | Add 13.57% | <0.01 | $62.28–69.11 · VW $66.66i | $591,093 | SEC |
| 2025 Q4 | 8,093 | <0.01 | Reduce 56.73% | <0.01 | $65.90–70.08 · VW $68.17i | $553,966 | SEC |
| 2025 Q3 | 18,705 | <0.01 | Buy | <0.01 | $61.92–68.73 · VW $64.89i | $1,275,178 | SEC |
Price snapshot:
Current price$74.20
Avg. buy price$67.71
+/- since buy9.59%
52-week low$61.42
52-week high$74.68