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Altshuler Shaham’s Evertec EVTC Stock Holding History

Altshuler Shaham’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
2022
Q4 		– Sell
-802
Closed -$26K – 509
2022
Q3 		$26K Buy
802
+31
+4% +$1.09K ﹤0.01% 340
2022
Q2 		$28K Sell
771
-147
-16% -$5.62K ﹤0.01% 336
2022
Q1 		$38K Buy
918
+55
+6% +$2.36K ﹤0.01% 428
2021
Q4 		$43K Buy
863
+56
+7% +$2.59K ﹤0.01% 463
2021
Q3 		$37K Sell
807
-101
-11% -$4.55K ﹤0.01% 441
2021
Q2 		$40K Buy
908
+273
+43% +$11.5K ﹤0.01% 482
2021
Q1 		$24K Buy
635
+229
+56% +$8.61K ﹤0.01% 369
2020
Q4 		$16K Buy
406
+221
+119% +$8.21K ﹤0.01% 348
2020
Q3 		$6K Sell
185
-15
-8% -$482 ﹤0.01% 367
2020
Q2 		$6K Buy
+200
New +$5.3K ﹤0.01% 310
2020
Q1 		– Sell
-101
Closed -$3K – 502
2019
Q4 		$3K Buy
101
+86
+573% +$2.72K ﹤0.01% 405
2019
Q3 		$0 Buy
+15
New +$503 ﹤0.01% 464

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Altshuler Shaham's EVTC Position: Q4 2022 in Review

Altshuler Shaham sold out of Evertec (EVTC) in Q4 2022, closing a stake of 802 shares — an estimated $26K sold.

Altshuler Shaham first reported a position in EVTC in Q3 2019 and held it in 12 quarters. The position peaked at $43K in Q4 2021. 250 funds tracked by Wall St. Rank hold EVTC as of Q4 2022.

  • Altshuler Shaham reported no remaining Evertec position as of Q4 2022 after selling out during the quarter.
  • Altshuler Shaham sold 802 Evertec shares in Q4 2022, an estimated $26K.
  • Altshuler Shaham first reported a position in Evertec in Q3 2019 and held it in 12 quarters.
  • Altshuler Shaham's Evertec position peaked at $43K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Evertec as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.