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James Investment Research’s Evertec EVTC Stock Holding History

James Investment Research’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
-5,200
Closed -$204K – 504
2020
Q4 		$204K Sell
5,200
-5,600
-52% -$208K 0.02% 260
2020
Q3 		$375K Buy
+10,800
New +$347K 0.03% 219
2019
Q1 		– Sell
-38,500
Closed -$1.1M – 846
2018
Q4 		$1.1M Buy
+38,500
New +$1.01M 0.07% 274
2018
Q3 		– Sell
-93,180
Closed -$2.04M – 807
2018
Q2 		$2.04M Buy
+93,180
New +$1.9M 0.08% 346
2017
Q4 		– Sell
-146,080
Closed -$2.31M – 793
2017
Q3 		$2.31M Buy
+146,080
New +$2.62M 0.08% 208

Other funds holding EVTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return