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Jupiter Asset Management’s Evertec EVTC Stock Holding History

Jupiter Asset Management’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
2019
Q4 		– Sell
-66,848
Closed -$2.09M – 218
2019
Q3 		$2.09M Sell
66,848
-11,830
-15% -$396K 0.07% 177
2019
Q2 		$2.57M Buy
78,678
+55,692
+242% +$1.64M 0.08% 172
2019
Q1 		$639K Sell
22,986
-11,345
-33% -$321K 0.02% 208
2018
Q4 		$976K Buy
+34,331
New +$899K 0.03% 191

Other funds holding EVTC

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Asset Management's EVTC Position: Q4 2019 in Review

Jupiter Asset Management sold out of Evertec (EVTC) in Q4 2019, closing a stake of 66,848 shares — an estimated $2.09M sold.

Jupiter Asset Management first reported a position in EVTC in Q4 2018 and held it in 4 quarters. The position peaked at $2.57M in Q2 2019. 222 funds tracked by Wall St. Rank hold EVTC as of Q4 2019.

  • Jupiter Asset Management reported no remaining Evertec position as of Q4 2019 after selling out during the quarter.
  • Jupiter Asset Management sold 66,848 Evertec shares in Q4 2019, an estimated $2.09M.
  • Jupiter Asset Management first reported a position in Evertec in Q4 2018 and held it in 4 quarters.
  • Jupiter Asset Management's Evertec position peaked at $2.57M in Q2 2019.
  • 222 funds tracked by Wall St. Rank held Evertec as of Q4 2019.

Based on Jupiter Asset Management's 13F filing for Q4 2019, filed 11 Feb 2020.