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	–	1509
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

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

Kayne Anderson Rudnick Investment Management

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies

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

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

Renaissance Technologies

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

Loomis, Sayles & Company

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