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BOK Financial’s Evertec EVTC Stock Holding History

BOK Financial’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
2024
Q1 		– Sell
-70
Closed -$2.87K – 1231
2023
Q4 		$2.87K Hold
70
– – ﹤0.01% 1074
2023
Q3 		$2.23K Buy
+70
New +$2.73K ﹤0.01% 1030
2023
Q1 		– Sell
-25,736
Closed -$833K – 1186
2022
Q4 		$833K Buy
25,736
+347
+1% +$11.4K 0.02% 567
2022
Q3 		$796K Sell
25,389
-1
-0% -$35 0.02% 553
2022
Q2 		$936K Buy
25,390
+16
+0.1% +$611 0.02% 535
2022
Q1 		$1.04M Buy
25,374
+1,028
+4% +$44K 0.02% 560
2021
Q4 		$1.22M Buy
24,346
+5,383
+28% +$249K 0.02% 525
2021
Q3 		$867K Buy
+18,963
New +$855K 0.01% 608
2021
Q1 		$710K Hold
19,065
– – 0.01% 626
2020
Q4 		$750K Buy
19,065
+6,560
+52% +$244K 0.01% 586
2020
Q3 		$434K Buy
+12,505
New +$402K 0.01% 659

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BOK Financial's EVTC Position: Q1 2024 in Review

BOK Financial sold out of Evertec (EVTC) in Q1 2024, closing a stake of 70 shares — an estimated $2.87K sold.

BOK Financial first reported a position in EVTC in Q3 2020 and held it in 11 quarters. The position peaked at $1.22M in Q4 2021. 260 funds tracked by Wall St. Rank hold EVTC as of Q1 2024.

  • BOK Financial reported no remaining Evertec position as of Q1 2024 after selling out during the quarter.
  • BOK Financial sold 70 Evertec shares in Q1 2024, an estimated $2.87K.
  • BOK Financial first reported a position in Evertec in Q3 2020 and held it in 11 quarters.
  • BOK Financial's Evertec position peaked at $1.22M in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Evertec as of Q1 2024.

Based on BOK Financial's 13F filing for Q1 2024, filed 15 May 2024.