Fortem Financial Group’s Evertec EVTC Stock Holding History

Fortem Financial Group’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 Q1	–	Sell	-1,685	Closed	-$66K	–	250
2020 Q4	$66K	Buy	+1,685	New	+$62.6K	0.04%	218

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

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

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

Fortem Financial Group's EVTC Position: Q1 2021 in Review

Fortem Financial Group sold out of Evertec (EVTC) in Q1 2021, closing a stake of 1,685 shares — an estimated $66K sold.

Fortem Financial Group first reported a position in EVTC in Q4 2020 and held it in 1 quarter. The position peaked at $66K in Q4 2020. 217 funds tracked by Wall St. Rank hold EVTC as of Q1 2021.

Fortem Financial Group reported no remaining Evertec position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 1,685 Evertec shares in Q1 2021, an estimated $66K.
Fortem Financial Group first reported a position in Evertec in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Evertec position peaked at $66K in Q4 2020.
217 funds tracked by Wall St. Rank held Evertec as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.