Bartlett & Co’s Evertec EVTC Stock Holding History

Bartlett & Co’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 Q3	–	Sell	-486	Closed	-$18K	–	1184
2022 Q2	$18K	Buy	+486	New	+$18.6K	﹤0.01%	750

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bartlett & Co's EVTC Position: Q3 2022 in Review

Bartlett & Co sold out of Evertec (EVTC) in Q3 2022, closing a stake of 486 shares — an estimated $18K sold.

Bartlett & Co first reported a position in EVTC in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 250 funds tracked by Wall St. Rank hold EVTC as of Q3 2022.

Bartlett & Co reported no remaining Evertec position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 486 Evertec shares in Q3 2022, an estimated $18K.
Bartlett & Co first reported a position in Evertec in Q2 2022 and held it in 1 quarter.
Bartlett & Co's Evertec position peaked at $18K in Q2 2022.
250 funds tracked by Wall St. Rank held Evertec as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.