Kowal Investment Group’s Evertec EVTC Stock Holding History

Kowal Investment 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 Q4	–	Sell	-107	Closed	-$5K	–	378
2021 Q3	$5K	Buy	+107	New	+$4.83K	﹤0.01%	639

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kowal Investment Group's EVTC Position: Q4 2021 in Review

Kowal Investment Group sold out of Evertec (EVTC) in Q4 2021, closing a stake of 107 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in EVTC in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 254 funds tracked by Wall St. Rank hold EVTC as of Q4 2021.

Kowal Investment Group reported no remaining Evertec position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 107 Evertec shares in Q4 2021, an estimated $5K.
Kowal Investment Group first reported a position in Evertec in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Evertec position peaked at $5K in Q3 2021.
254 funds tracked by Wall St. Rank held Evertec as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.