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Navellier & Associates’s Evertec EVTC Stock Holding History

Navellier & Associates’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
Q1 		– Sell
-6,005
Closed -$236K – 292
2020
Q4 		$236K Sell
6,005
-685
-10% -$25.4K 0.04% 250
2020
Q3 		$232K Sell
6,690
-856
-11% -$27.5K 0.05% 209
2020
Q2 		$212K Sell
7,546
-13,665
-64% -$362K 0.05% 214
2020
Q1 		$482K Sell
21,211
-1,754
-8% -$53.8K 0.11% 138
2019
Q4 		$782K Sell
22,965
-52,275
-69% -$1.66M 0.13% 156
2019
Q3 		$2.35M Sell
75,240
-2,129
-3% -$71.3K 0.39% 68
2019
Q2 		$2.53M Buy
77,369
+6,600
+9% +$194K 0.39% 71
2019
Q1 		$1.97M Buy
70,769
+51,680
+271% +$1.46M 0.31% 87
2018
Q4 		$548K Buy
+19,089
New +$500K 0.09% 137

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Navellier & Associates's EVTC Position: Q1 2021 in Review

Navellier & Associates sold out of Evertec (EVTC) in Q1 2021, closing a stake of 6,005 shares — an estimated $236K sold.

Navellier & Associates first reported a position in EVTC in Q4 2018 and held it in 9 quarters. The position peaked at $2.53M in Q2 2019. 217 funds tracked by Wall St. Rank hold EVTC as of Q1 2021.

  • Navellier & Associates reported no remaining Evertec position as of Q1 2021 after selling out during the quarter.
  • Navellier & Associates sold 6,005 Evertec shares in Q1 2021, an estimated $236K.
  • Navellier & Associates first reported a position in Evertec in Q4 2018 and held it in 9 quarters.
  • Navellier & Associates's Evertec position peaked at $2.53M in Q2 2019.
  • 217 funds tracked by Wall St. Rank held Evertec as of Q1 2021.

Based on Navellier & Associates's 13F filing for Q1 2021, filed 12 May 2021.