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Cannell & Spears’s Evertec EVTC Stock Holding History

Cannell & Spears’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
-4,288
Closed -$214K – 235
2021
Q4 		$214K Sell
4,288
-3,499
-45% -$162K 0.01% 214
2021
Q3 		$356K Hold
7,787
– – 0.03% 171
2021
Q2 		$340K Hold
7,787
– – 0.02% 183
2021
Q1 		$290K Buy
7,787
+1,184
+18% +$44.5K 0.02% 186
2020
Q4 		$260K Sell
6,603
-254
-4% -$9.44K 0.02% 192
2020
Q3 		$238K Buy
+6,857
New +$221K 0.02% 195

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

Cannell & Spears's EVTC Position: Q1 2022 in Review

Cannell & Spears sold out of Evertec (EVTC) in Q1 2022, closing a stake of 4,288 shares — an estimated $214K sold.

Cannell & Spears first reported a position in EVTC in Q3 2020 and held it in 6 quarters. The position peaked at $356K in Q3 2021. 245 funds tracked by Wall St. Rank hold EVTC as of Q1 2022.

  • Cannell & Spears reported no remaining Evertec position as of Q1 2022 after selling out during the quarter.
  • Cannell & Spears sold 4,288 Evertec shares in Q1 2022, an estimated $214K.
  • Cannell & Spears first reported a position in Evertec in Q3 2020 and held it in 6 quarters.
  • Cannell & Spears's Evertec position peaked at $356K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Evertec as of Q1 2022.

Based on Cannell & Spears's 13F filing for Q1 2022, filed 13 May 2022.