LPL Financial
EVOP

LPL Financial’s EVO Payments, Inc. Class A Common Stock EVOP Stock Holding History

LPL Financial’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
Q4 		– Sell
-31,619
Closed -$1.05M – 4615
2022
Q3 		$1.05M Sell
31,619
-3,853
-11% -$119K ﹤0.01% 2497
2022
Q2 		$843K Buy
35,472
+3,593
+11% +$81.9K ﹤0.01% 2723
2022
Q1 		$746K Buy
31,879
+8,691
+37% +$207K ﹤0.01% 2862
2021
Q4 		$590K Buy
23,188
+3,069
+15% +$70.2K ﹤0.01% 3135
2021
Q3 		$469K Buy
20,119
+2,549
+15% +$67.7K ﹤0.01% 3281
2021
Q2 		$487K Buy
17,570
+2,146
+14% +$61.2K ﹤0.01% 3189
2021
Q1 		$424K Buy
15,424
+21
+0.1% +$565 ﹤0.01% 3169
2020
Q4 		$416K Buy
15,403
+376
+3% +$9.44K ﹤0.01% 2918
2020
Q3 		$373K Sell
15,027
-5
-0% -$126 ﹤0.01% 2729
2020
Q2 		$343K Buy
15,032
+1,920
+15% +$38.2K ﹤0.01% 2730
2020
Q1 		$201K Buy
13,112
+2,833
+28% +$69.9K ﹤0.01% 2805
2019
Q4 		$272K Sell
10,279
-690
-6% -$19K ﹤0.01% 2860
2019
Q3 		$308K Buy
10,969
+1,034
+10% +$30.3K ﹤0.01% 2653
2019
Q2 		$299K Buy
9,935
+2,001
+25% +$58.4K ﹤0.01% 2702
2019
Q1 		$231K Buy
+7,934
New +$205K ﹤0.01% 2840

Other funds holding EVOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 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
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

LPL Financial's EVOP Position: Q4 2022 in Review

LPL Financial sold out of EVO Payments, Inc. Class A Common Stock (EVOP) in Q4 2022, closing a stake of 31,619 shares — an estimated $1.05M sold.

LPL Financial first reported a position in EVOP in Q1 2019 and held it in 15 quarters. The position peaked at $1.05M in Q3 2022. 168 funds tracked by Wall St. Rank hold EVOP as of Q4 2022.

  • LPL Financial reported no remaining EVO Payments, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 31,619 EVO Payments, Inc. Class A Common Stock shares in Q4 2022, an estimated $1.05M.
  • LPL Financial first reported a position in EVO Payments, Inc. Class A Common Stock in Q1 2019 and held it in 15 quarters.
  • LPL Financial's EVO Payments, Inc. Class A Common Stock position peaked at $1.05M in Q3 2022.
  • 168 funds tracked by Wall St. Rank held EVO Payments, Inc. Class A Common Stock as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.