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Advisory Research’s Evertec EVTC Stock Holding History

Advisory Research’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-24,163
Closed -$823K – 300
2019
Q4 		$823K Sell
24,163
-16,384
-40% -$519K 0.04% 199
2019
Q3 		$1.27M Sell
40,547
-18,981
-32% -$636K 0.06% 164
2019
Q2 		$1.95M Buy
59,528
+13,119
+28% +$386K 0.04% 196
2019
Q1 		$1.29M Buy
46,409
+6,124
+15% +$173K 0.02% 221
2018
Q4 		$1.16M Buy
+40,285
New +$1.06M 0.02% 223

Other funds holding EVTC

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
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's EVTC Position: Q1 2020 in Review

Advisory Research sold out of Evertec (EVTC) in Q1 2020, closing a stake of 24,163 shares — an estimated $823K sold.

Advisory Research first reported a position in EVTC in Q4 2018 and held it in 5 quarters. The position peaked at $1.95M in Q2 2019. 199 funds tracked by Wall St. Rank hold EVTC as of Q1 2020.

  • Advisory Research reported no remaining Evertec position as of Q1 2020 after selling out during the quarter.
  • Advisory Research sold 24,163 Evertec shares in Q1 2020, an estimated $823K.
  • Advisory Research first reported a position in Evertec in Q4 2018 and held it in 5 quarters.
  • Advisory Research's Evertec position peaked at $1.95M in Q2 2019.
  • 199 funds tracked by Wall St. Rank held Evertec as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.