Cavalier Investments’s Evertec EVTC Stock Holding History

Cavalier Investments’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
2019 Q4	–	Sell	-30,300	Closed	-$946K	–	136
2019 Q3	$946K	Hold	30,300	–	–	0.41%	58
2019 Q2	$991K	Hold	30,300	–	–	0.41%	55
2019 Q1	$843K	Buy	30,300 +14,000	+86%	+$396K	0.35%	73
2018 Q4	$468K	Buy	+16,300	New	+$427K	0.15%	105

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cavalier Investments's EVTC Position: Q4 2019 in Review

Cavalier Investments sold out of Evertec (EVTC) in Q4 2019, closing a stake of 30,300 shares — an estimated $946K sold.

Cavalier Investments first reported a position in EVTC in Q4 2018 and held it in 4 quarters. The position peaked at $991K in Q2 2019. 222 funds tracked by Wall St. Rank hold EVTC as of Q4 2019.

Cavalier Investments reported no remaining Evertec position as of Q4 2019 after selling out during the quarter.
Cavalier Investments sold 30,300 Evertec shares in Q4 2019, an estimated $946K.
Cavalier Investments first reported a position in Evertec in Q4 2018 and held it in 4 quarters.
Cavalier Investments's Evertec position peaked at $991K in Q2 2019.
222 funds tracked by Wall St. Rank held Evertec as of Q4 2019.

Based on Cavalier Investments's 13F filing for Q4 2019, filed 6 Feb 2020.