Institutional & Family Asset Management’s EVO Payments, Inc. Class A Common Stock EVOP Stock Holding History

Institutional & Family Asset Management’s Portfolio EVOP Stock Details EVOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-27	Closed	-$1K	–	800
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	712
2022 Q1	$1K	Sell	27 -1	-4%	-$24	﹤0.01%	752
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	780
2021 Q3	$1K	Sell	28 -20	-42%	-$531	﹤0.01%	893
2021 Q2	$1K	Hold	48	–	–	﹤0.01%	931
2021 Q1	$1K	Sell	48 -29	-38%	-$781	﹤0.01%	913
2020 Q4	$2K	Sell	77 -3	-4%	-$75	﹤0.01%	804
2020 Q3	$2K	Hold	80	–	–	﹤0.01%	748
2020 Q2	$2K	Sell	80 -24	-23%	-$477	﹤0.01%	731
2020 Q1	$2K	Buy	104 +53	+104%	+$1.31K	﹤0.01%	687
2019 Q4	$1K	Hold	51	–	–	﹤0.01%	838
2019 Q3	$1K	Sell	51 -1	-2%	-$29	﹤0.01%	814
2019 Q2	$2K	Hold	52	–	–	﹤0.01%	761
2019 Q1	$2K	Hold	52	–	–	﹤0.01%	751
2018 Q4	$1K	Buy	+52	New	+$1.28K	﹤0.01%	803

Other funds holding EVOP

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Institutional & Family Asset Management's EVOP Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of EVO Payments, Inc. Class A Common Stock (EVOP) in Q3 2022, closing a stake of 27 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in EVOP in Q4 2018 and held it in 15 quarters. The position peaked at $2K in Q4 2020. 162 funds tracked by Wall St. Rank hold EVOP as of Q3 2022.

Institutional & Family Asset Management reported no remaining EVO Payments, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 27 EVO Payments, Inc. Class A Common Stock shares in Q3 2022, an estimated $1K.
Institutional & Family Asset Management first reported a position in EVO Payments, Inc. Class A Common Stock in Q4 2018 and held it in 15 quarters.
Institutional & Family Asset Management's EVO Payments, Inc. Class A Common Stock position peaked at $2K in Q4 2020.
162 funds tracked by Wall St. Rank held EVO Payments, Inc. Class A Common Stock as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.