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Yorktown Management & Research Company’s Evertec EVTC Stock Holding History

Yorktown Management & Research Company’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
-18,900
Closed -$743K – 258
2020
Q4 		$743K Sell
18,900
-800
-4% -$29.7K 0.67% 25
2020
Q3 		$684K Buy
19,700
+2,100
+12% +$67.5K 0.64% 27
2020
Q2 		$495K Sell
17,600
-4,500
-20% -$119K 0.44% 46
2020
Q1 		$502K Hold
22,100
– – 0.51% 55
2019
Q4 		$752K Buy
22,100
+1,000
+5% +$31.7K 0.4% 90
2019
Q3 		$659K Hold
21,100
– – 0.35% 95
2019
Q2 		$690K Buy
+21,100
New +$620K 0.26% 104

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

Yorktown Management & Research Company's EVTC Position: Q1 2021 in Review

Yorktown Management & Research Company sold out of Evertec (EVTC) in Q1 2021, closing a stake of 18,900 shares — an estimated $743K sold.

Yorktown Management & Research Company first reported a position in EVTC in Q2 2019 and held it in 7 quarters. The position peaked at $752K in Q4 2019. 217 funds tracked by Wall St. Rank hold EVTC as of Q1 2021.

  • Yorktown Management & Research Company reported no remaining Evertec position as of Q1 2021 after selling out during the quarter.
  • Yorktown Management & Research Company sold 18,900 Evertec shares in Q1 2021, an estimated $743K.
  • Yorktown Management & Research Company first reported a position in Evertec in Q2 2019 and held it in 7 quarters.
  • Yorktown Management & Research Company's Evertec position peaked at $752K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held Evertec as of Q1 2021.

Based on Yorktown Management & Research Company's 13F filing for Q1 2021, filed 11 May 2021.