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Disciplined Investments’s Evertec EVTC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-7
Closed -$258 – 569
2023
Q2 		$258 Sell
7
-4
-36% -$139 ﹤0.01% 1437
2023
Q1 		$371 Buy
11
+3
+38% +$105 ﹤0.01% 1329
2022
Q4 		$259 Buy
8
+1
+14% +$33 ﹤0.01% 1377
2022
Q3 		$0 Sell
7
-2
-22% -$70 ﹤0.01% 1340
2022
Q2 		$0 Sell
9
-2
-18% -$76 ﹤0.01% 1366
2022
Q1 		$0 Buy
+11
New +$471 ﹤0.01% 1418

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's EVTC Position: Q3 2023 in Review

Disciplined Investments sold out of Evertec (EVTC) in Q3 2023, closing a stake of 7 shares — an estimated $258 sold.

Disciplined Investments first reported a position in EVTC in Q1 2022 and held it in 6 quarters. The position peaked at $371 in Q1 2023. 253 funds tracked by Wall St. Rank hold EVTC as of Q3 2023.

  • Disciplined Investments reported no remaining Evertec position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Evertec shares in Q3 2023, an estimated $258.
  • Disciplined Investments first reported a position in Evertec in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Evertec position peaked at $371 in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.