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Simon Quick Advisors’s Evertec EVTC Stock Holding History

Simon Quick Advisors’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
Q1 		– Sell
-3,226
Closed -$110K – 549
2019
Q4 		$110K Hold
3,226
– – 0.04% 136
2019
Q3 		$101K Buy
+3,226
New +$108K 0.04% 117
2019
Q2 		– Sell
-3,226
Closed -$90K – 508
2019
Q1 		$90K Hold
3,226
– – 0.04% 128
2018
Q4 		$93K Buy
3,226
+537
+20% +$14.1K 0.03% 117
2018
Q3 		$65K Sell
2,689
-1,366
-34% -$32.4K 0.03% 151
2018
Q2 		$88K Buy
+4,055
New +$82.5K 0.04% 131
2018
Q1 		– Sell
-4,055
Closed -$63K – 346
2017
Q4 		$63K Sell
4,055
-1,829
-31% -$25.9K 0.03% 199
2017
Q3 		$93K Buy
+5,884
New +$105K 0.03% 199

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
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simon Quick Advisors's EVTC Position: Q1 2020 in Review

Simon Quick Advisors sold out of Evertec (EVTC) in Q1 2020, closing a stake of 3,226 shares — an estimated $110K sold.

Simon Quick Advisors first reported a position in EVTC in Q3 2017 and held it in 8 quarters. The position peaked at $110K in Q4 2019. 199 funds tracked by Wall St. Rank hold EVTC as of Q1 2020.

  • Simon Quick Advisors reported no remaining Evertec position as of Q1 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 3,226 Evertec shares in Q1 2020, an estimated $110K.
  • Simon Quick Advisors first reported a position in Evertec in Q3 2017 and held it in 8 quarters.
  • Simon Quick Advisors's Evertec position peaked at $110K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Evertec as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.