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Next Financial Group’s Evertec EVTC Stock Holding History

Next Financial Group’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
Q4 		$11K Buy
224
+212
+1,767% +$9.81K ﹤0.01% 2141
2021
Q3 		$1K Buy
+12
New +$541 ﹤0.01% 2606
2019
Q4 		– Sell
-425
Closed -$13K – 2403
2019
Q3 		$13K Buy
+425
New +$14.2K ﹤0.01% 1605

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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

Next Financial Group's EVTC Position: Q4 2021 in Review

Next Financial Group increased its Evertec (EVTC) stake by 1,767% in Q4 2021, buying an estimated $9.81K and bringing the position to 224 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Next Financial Group first reported a position in EVTC in Q3 2019 and has held it in 3 quarters since. The position peaked at $13K in Q3 2019. 254 funds tracked by Wall St. Rank hold EVTC as of Q4 2021.

  • Next Financial Group held 224 shares of Evertec worth $11K as of Q4 2021.
  • Next Financial Group bought 212 Evertec shares in Q4 2021, an estimated $9.81K.
  • Evertec made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2141 holding.
  • Next Financial Group first reported a position in Evertec in Q3 2019 and has held it in 3 quarters since.
  • Next Financial Group's Evertec position peaked at $13K in Q3 2019.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.