Marshall Wace North America’s Evertec EVTC Stock Holding History

Marshall Wace North America’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 Q3	–	Sell	-5,823	Closed	-$253K	–	1508
2021 Q2	$253K	Sell	5,823 -23,765	-80%	-$1M	﹤0.01%	1308
2021 Q1	$1.1M	Buy	+29,588	New	+$1.11M	﹤0.01%	1006
2020 Q1	–	Sell	-110,641	Closed	-$3.77M	–	1341
2019 Q4	$3.77M	Buy	+110,641	New	+$3.5M	0.02%	439
2019 Q3	–	Sell	-141,812	Closed	-$4.64M	–	1362
2019 Q2	$4.64M	Buy	141,812 +48,564	+52%	+$1.43M	0.03%	382
2019 Q1	$2.59M	Buy	93,248 +82,912	+802%	+$2.34M	0.02%	443
2018 Q4	$296K	Sell	10,336 -38,269	-79%	-$1M	﹤0.01%	891
2018 Q3	$1.17M	Sell	48,605 -22,950	-32%	-$544K	0.01%	583
2018 Q2	$1.56M	Buy	+71,555	New	+$1.46M	0.01%	831
2018 Q1	–	Sell	-14,929	Closed	-$204K	–	1506
2017 Q4	$204K	Sell	14,929 -558,558	-97%	-$7.91M	﹤0.01%	1286
2017 Q3	$9.18M	Buy	+573,487	New	+$10.3M	0.06%	387

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Marshall Wace North America's EVTC Position: Q3 2021 in Review

Marshall Wace North America sold out of Evertec (EVTC) in Q3 2021, closing a stake of 5,823 shares — an estimated $253K sold.

Marshall Wace North America first reported a position in EVTC in Q3 2017 and held it in 10 quarters. The position peaked at $9.18M in Q3 2017. 232 funds tracked by Wall St. Rank hold EVTC as of Q3 2021.

Marshall Wace North America reported no remaining Evertec position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 5,823 Evertec shares in Q3 2021, an estimated $253K.
Marshall Wace North America first reported a position in Evertec in Q3 2017 and held it in 10 quarters.
Marshall Wace North America's Evertec position peaked at $9.18M in Q3 2017.
232 funds tracked by Wall St. Rank held Evertec as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.