Migdal Insurance & Financial Holdings’s Evertec EVTC Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q3	–	Sell	-34	Closed	-$1K	–	703
2020 Q2	$1K	Buy	+34	New	+$901	﹤0.01%	669
2020 Q1	–	Sell	-3,478	Closed	-$118K	–	702
2019 Q4	$118K	Sell	3,478 -47,457	-93%	-$1.5M	﹤0.01%	500
2019 Q3	$1.59M	Buy	50,935 +627	+1%	+$21K	0.03%	183
2019 Q2	$1.65M	Sell	50,308 -6,141	-11%	-$181K	0.04%	157
2019 Q1	$1.57M	Sell	56,449 -4,559	-7%	-$129K	0.04%	176
2018 Q4	$1.75M	Sell	61,008 -73,534	-55%	-$1.93M	0.04%	140
2018 Q3	$3.24M	Buy	134,542 +39,504	+42%	+$937K	0.07%	189
2018 Q2	$2.08M	Buy	95,038 +9,605	+11%	+$195K	0.05%	209
2018 Q1	$1.4M	Buy	+85,433	New	+$1.34M	0.03%	199

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

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Migdal Insurance & Financial Holdings's EVTC Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of Evertec (EVTC) in Q3 2020, closing a stake of 34 shares — an estimated $1K sold.

Migdal Insurance & Financial Holdings first reported a position in EVTC in Q1 2018 and held it in 9 quarters. The position peaked at $3.24M in Q3 2018. 200 funds tracked by Wall St. Rank hold EVTC as of Q3 2020.

Migdal Insurance & Financial Holdings reported no remaining Evertec position as of Q3 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 34 Evertec shares in Q3 2020, an estimated $1K.
Migdal Insurance & Financial Holdings first reported a position in Evertec in Q1 2018 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's Evertec position peaked at $3.24M in Q3 2018.
200 funds tracked by Wall St. Rank held Evertec as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.