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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 – 503
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 – 845
2018
Q4 		$1.1M Buy
+38,500
New +$1.01M 0.07% 274
2018
Q3 		– Sell
-93,180
Closed -$2.04M – 806
2018
Q2 		$2.04M Buy
+93,180
New +$1.9M 0.08% 346
2017
Q4 		– Sell
-146,080
Closed -$2.31M – 792
2017
Q3 		$2.31M Buy
+146,080
New +$2.62M 0.08% 208

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

James Investment Research's EVTC Position: Q1 2021 in Review

James Investment Research sold out of Evertec (EVTC) in Q1 2021, closing a stake of 5,200 shares — an estimated $204K sold.

James Investment Research first reported a position in EVTC in Q3 2017 and held it in 5 quarters. The position peaked at $2.31M in Q3 2017. 217 funds tracked by Wall St. Rank hold EVTC as of Q1 2021.

  • James Investment Research reported no remaining Evertec position as of Q1 2021 after selling out during the quarter.
  • James Investment Research sold 5,200 Evertec shares in Q1 2021, an estimated $204K.
  • James Investment Research first reported a position in Evertec in Q3 2017 and held it in 5 quarters.
  • James Investment Research's Evertec position peaked at $2.31M in Q3 2017.
  • 217 funds tracked by Wall St. Rank held Evertec as of Q1 2021.

Based on James Investment Research's 13F filing for Q1 2021, filed 22 Apr 2021.