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ZPR Investment Management’s Evertec EVTC Stock Holding History

ZPR Investment 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 		$408K Buy
+13,070
New +$438K 0.87% 38
2014
Q3 		– Sell
-17,174
Closed -$416K – 43
2014
Q2 		$416K Buy
+17,174
New +$409K 0.38% 32

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ZPR Investment Management's EVTC Position: Q3 2019 in Review

ZPR Investment Management opened a new position in Evertec (EVTC) in Q3 2019: 13,070 shares worth $408K. The stake represents 0.87% of the portfolio and ranks #38 among its holdings. This is a return to the name: ZPR Investment Management previously reported a position in EVTC as recently as Q2 2014.

ZPR Investment Management first reported a position in EVTC in Q2 2014 and has held it in 2 quarters since. The position peaked at $416K in Q2 2014. 240 funds tracked by Wall St. Rank hold EVTC as of Q3 2019.

  • ZPR Investment Management held 13,070 shares of Evertec worth $408K as of Q3 2019.
  • Evertec was a new ZPR Investment Management position in Q3 2019.
  • Evertec made up 0.87% of ZPR Investment Management's portfolio in Q3 2019, its #38 holding.
  • ZPR Investment Management first reported a position in Evertec in Q2 2014 and has held it in 2 quarters since.
  • ZPR Investment Management's Evertec position peaked at $416K in Q2 2014.
  • 240 funds tracked by Wall St. Rank held Evertec as of Q3 2019.

Based on ZPR Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.