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Berman Capital Advisors’s Evertec EVTC Stock Holding History

Berman Capital 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
2021
Q3 		$2K Hold
51
– – ﹤0.01% 1683
2021
Q2 		$2K Hold
51
– – ﹤0.01% 1587
2021
Q1 		$1K Hold
51
– – ﹤0.01% 1629
2020
Q4 		$2K Hold
51
– – ﹤0.01% 1397
2020
Q3 		$1K Buy
51
+11
+28% +$354 ﹤0.01% 1443
2020
Q2 		$1K Buy
+40
New +$1.06K ﹤0.01% 1412

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Berman Capital Advisors's EVTC Position: Q3 2021 in Review

Berman Capital Advisors held its Evertec (EVTC) position steady in Q3 2021 at 51 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Berman Capital Advisors first reported a position in EVTC in Q2 2020 and has held it in 6 quarters since. 232 funds tracked by Wall St. Rank hold EVTC as of Q3 2021.

  • Berman Capital Advisors held 51 shares of Evertec worth $2K as of Q3 2021.
  • Berman Capital Advisors left its Evertec share count unchanged in Q3 2021.
  • Evertec made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1683 holding.
  • Berman Capital Advisors first reported a position in Evertec in Q2 2020 and has held it in 6 quarters since.
  • 232 funds tracked by Wall St. Rank held Evertec as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.