Dimensional Fund Advisors
EVOL

Dimensional Fund Advisors’s Evolving Systems, Inc. EVOL Stock Holding History

Dimensional Fund Advisors’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-89,041
Closed -$82K – 3464
2019
Q3 		$82K Sell
89,041
-30,514
-26% -$25.2K ﹤0.01% 3356
2019
Q2 		$94K Sell
119,555
-1,500
-1% -$1.52K ﹤0.01% 3399
2019
Q1 		$145K Hold
121,055
– – ﹤0.01% 3348
2018
Q4 		$143K Sell
121,055
-6,291
-5% -$10.5K ﹤0.01% 3320
2018
Q3 		$299K Sell
127,346
-3,866
-3% -$9.59K ﹤0.01% 3250
2018
Q2 		$374K Hold
131,212
– – ﹤0.01% 3167
2018
Q1 		$630K Buy
131,212
+8,215
+7% +$44.2K ﹤0.01% 3073
2017
Q4 		$578K Buy
122,997
+2,200
+2% +$10.1K ﹤0.01% 3076
2017
Q3 		$586K Buy
120,797
+27,008
+29% +$130K ﹤0.01% 3082
2017
Q2 		$483K Hold
93,789
– – ﹤0.01% 3099
2017
Q1 		$455K Buy
93,789
+2,387
+3% +$10.7K ﹤0.01% 3103
2016
Q4 		$375K Buy
91,402
+1,133
+1% +$4.68K ﹤0.01% 3132
2016
Q3 		$393K Hold
90,269
– – ﹤0.01% 3099
2016
Q2 		$467K Sell
90,269
-3,016
-3% -$16.4K ﹤0.01% 3065
2016
Q1 		$535K Buy
93,285
+5,688
+6% +$30.4K ﹤0.01% 3034
2015
Q4 		$482K Buy
87,597
+14,946
+21% +$85.4K ﹤0.01% 3100
2015
Q3 		$436K Hold
72,651
– – ﹤0.01% 3139
2015
Q2 		$651K Buy
72,651
+7,208
+11% +$65.6K ﹤0.01% 3091
2015
Q1 		$570K Buy
65,443
+6,626
+11% +$58.3K ﹤0.01% 3087
2014
Q4 		$551K Hold
58,817
– – ﹤0.01% 3120
2014
Q3 		$539K Hold
58,817
– – ﹤0.01% 3142
2014
Q2 		$503K Hold
58,817
– – ﹤0.01% 3190
2014
Q1 		$530K Hold
58,817
– – ﹤0.01% 3182
2013
Q4 		$573K Hold
58,817
– – ﹤0.01% 3153
2013
Q3 		$565K Sell
58,817
-9,490
-14% -$76.1K ﹤0.01% 3169
2013
Q2 		$453K Buy
+68,307
New +$428K ﹤0.01% 3201

Other funds holding EVOL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors's EVOL Position: Q4 2019 in Review

Dimensional Fund Advisors sold out of Evolving Systems, Inc. (EVOL) in Q4 2019, closing a stake of 89,041 shares — an estimated $82K sold.

Dimensional Fund Advisors first reported a position in EVOL in Q2 2013 and held it in 26 quarters. The position peaked at $651K in Q2 2015. 18 funds tracked by Wall St. Rank hold EVOL as of Q4 2019.

  • Dimensional Fund Advisors reported no remaining Evolving Systems, Inc. position as of Q4 2019 after selling out during the quarter.
  • Dimensional Fund Advisors sold 89,041 Evolving Systems, Inc. shares in Q4 2019, an estimated $82K.
  • Dimensional Fund Advisors first reported a position in Evolving Systems, Inc. in Q2 2013 and held it in 26 quarters.
  • Dimensional Fund Advisors's Evolving Systems, Inc. position peaked at $651K in Q2 2015.
  • 18 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q4 2019.

Based on Dimensional Fund Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.