Artemis Investment Management’s Evertec EVTC Stock Holding History

Artemis Investment Management’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
2021 Q4	–	Sell	-290,530	Closed	-$13.3M	–	282
2021 Q3	$13.3M	Buy	290,530 +3,668	+1%	+$165K	0.11%	173
2021 Q2	$12.5M	Buy	286,862 +11,341	+4%	+$479K	0.11%	181
2021 Q1	$10.3M	Sell	275,521 -239,964	-47%	-$9.03M	0.1%	195
2020 Q4	$20.3M	Buy	515,485 +17,439	+4%	+$648K	0.21%	142
2020 Q3	$17.3M	Buy	498,046 +6,475	+1%	+$208K	0.22%	130
2020 Q2	$13.9M	Hold	491,571	–	–	0.19%	132
2020 Q1	$10.9K	Sell	491,571 -22,254	-4%	-$682K	0.02%	115
2019 Q4	$17.1M	Buy	513,825 +62,159	+14%	+$1.97M	0.22%	123
2019 Q3	$13.8M	Buy	451,666 +47,805	+12%	+$1.6M	0.19%	144
2019 Q2	$12.8M	Buy	403,861 +137,975	+52%	+$4.06M	0.15%	168
2019 Q1	$7.39M	Buy	+265,886	New	+$7.52M	0.09%	220
2018 Q1	–	Sell	-245,277	Closed	-$3.35M	–	233
2017 Q4	$3.35M	Buy	+245,277	New	+$3.47M	0.06%	185

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Artemis Investment Management's EVTC Position: Q4 2021 in Review

Artemis Investment Management sold out of Evertec (EVTC) in Q4 2021, closing a stake of 290,530 shares — an estimated $13.3M sold.

Artemis Investment Management first reported a position in EVTC in Q4 2017 and held it in 12 quarters. The position peaked at $20.3M in Q4 2020. 254 funds tracked by Wall St. Rank hold EVTC as of Q4 2021.

Artemis Investment Management reported no remaining Evertec position as of Q4 2021 after selling out during the quarter.
Artemis Investment Management sold 290,530 Evertec shares in Q4 2021, an estimated $13.3M.
Artemis Investment Management first reported a position in Evertec in Q4 2017 and held it in 12 quarters.
Artemis Investment Management's Evertec position peaked at $20.3M in Q4 2020.
254 funds tracked by Wall St. Rank held Evertec as of Q4 2021.

Based on Artemis Investment Management's 13F filing for Q4 2021, filed 8 Feb 2022.