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Howe & Rusling’s Evertec EVTC Stock Holding History

Howe & Rusling’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
-25
Closed -$1K – 559
2022
Q3 		$1K Sell
25
-5
-17% -$176 ﹤0.01% 956
2022
Q2 		$1K Sell
30
-7
-19% -$267 ﹤0.01% 945
2022
Q1 		$2K Sell
37
-12
-24% -$514 ﹤0.01% 851
2021
Q4 		$2K Sell
49
-11
-18% -$509 ﹤0.01% 852
2021
Q3 		$3K Hold
60
– – ﹤0.01% 772
2021
Q2 		$3K Hold
60
– – ﹤0.01% 736
2021
Q1 		$2K Buy
60
+7
+13% +$263 ﹤0.01% 793
2020
Q4 		$2K Hold
53
– – ﹤0.01% 792
2020
Q3 		$2K Buy
53
+8
+18% +$257 ﹤0.01% 702
2020
Q2 		$1K Buy
45
+12
+36% +$318 ﹤0.01% 736
2020
Q1 		$1K Buy
33
+3
+10% +$92 ﹤0.01% 695
2019
Q4 		$1K Buy
+30
New +$950 ﹤0.01% 737

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

Howe & Rusling's EVTC Position: Q4 2022 in Review

Howe & Rusling sold out of Evertec (EVTC) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Howe & Rusling first reported a position in EVTC in Q4 2019 and held it in 12 quarters. The position peaked at $3K in Q3 2021. 250 funds tracked by Wall St. Rank hold EVTC as of Q4 2022.

  • Howe & Rusling reported no remaining Evertec position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 25 Evertec shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in Evertec in Q4 2019 and held it in 12 quarters.
  • Howe & Rusling's Evertec position peaked at $3K in Q3 2021.
  • 250 funds tracked by Wall St. Rank held Evertec as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.