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Systematic Financial Management’s Evertec EVTC Stock Holding History

Systematic Financial Management’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
2019
Q3 		– Sell
-31,170
Closed -$1.02M – 584
2019
Q2 		$1.02M Sell
31,170
-12,985
-29% -$382K 0.04% 268
2019
Q1 		$1.23M Sell
44,155
-565
-1% -$16K 0.04% 378
2018
Q4 		$1.28M Sell
44,720
-12,705
-22% -$333K 0.04% 281
2018
Q3 		$1.38M Buy
+57,425
New +$1.36M 0.03% 406

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Systematic Financial Management's EVTC Position: Q3 2019 in Review

Systematic Financial Management sold out of Evertec (EVTC) in Q3 2019, closing a stake of 31,170 shares — an estimated $1.02M sold.

Systematic Financial Management first reported a position in EVTC in Q3 2018 and held it in 4 quarters. The position peaked at $1.38M in Q3 2018. 240 funds tracked by Wall St. Rank hold EVTC as of Q3 2019.

  • Systematic Financial Management reported no remaining Evertec position as of Q3 2019 after selling out during the quarter.
  • Systematic Financial Management sold 31,170 Evertec shares in Q3 2019, an estimated $1.02M.
  • Systematic Financial Management first reported a position in Evertec in Q3 2018 and held it in 4 quarters.
  • Systematic Financial Management's Evertec position peaked at $1.38M in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Evertec as of Q3 2019.

Based on Systematic Financial Management's 13F filing for Q3 2019, filed 6 Nov 2019.