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Affinity Investment Advisors’s Evertec EVTC Stock Holding History

Affinity Investment Advisors’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
2022
Q1 		– Sell
-18,305
Closed -$915K – 202
2021
Q4 		$915K Buy
18,305
+95
+0.5% +$4.4K 0.37% 101
2021
Q3 		$833K Hold
18,210
– – 0.37% 100
2021
Q2 		$795K Sell
18,210
-152
-0.8% -$6.42K 0.36% 103
2021
Q1 		$683K Hold
18,362
– – 0.25% 116
2020
Q4 		$722K Buy
+18,362
New +$682K 0.29% 97

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Affinity Investment Advisors's EVTC Position: Q1 2022 in Review

Affinity Investment Advisors sold out of Evertec (EVTC) in Q1 2022, closing a stake of 18,305 shares — an estimated $915K sold.

Affinity Investment Advisors first reported a position in EVTC in Q4 2020 and held it in 5 quarters. The position peaked at $915K in Q4 2021. 245 funds tracked by Wall St. Rank hold EVTC as of Q1 2022.

  • Affinity Investment Advisors reported no remaining Evertec position as of Q1 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 18,305 Evertec shares in Q1 2022, an estimated $915K.
  • Affinity Investment Advisors first reported a position in Evertec in Q4 2020 and held it in 5 quarters.
  • Affinity Investment Advisors's Evertec position peaked at $915K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Evertec as of Q1 2022.

Based on Affinity Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.