Kiwi Wealth Investments Limited Partnership’s Evertec EVTC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q1	–	Sell	-25,275	Closed	-$1.26M	–	228
2021 Q4	$1.26M	Sell	25,275 -671	-3%	-$31.1K	0.06%	197
2021 Q3	$1.19M	Sell	25,946 -12,193	-32%	-$550K	0.06%	203
2021 Q2	$1.67M	Hold	38,139	–	–	0.09%	173
2021 Q1	$1.42M	Hold	38,139	–	–	0.08%	169
2020 Q4	$1.5M	Buy	38,139 +19,921	+109%	+$740K	0.09%	194
2020 Q3	$632K	Buy	+18,218	New	+$586K	0.04%	225

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EVTC Position: Q1 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Evertec (EVTC) in Q1 2022, closing a stake of 25,275 shares — an estimated $1.26M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EVTC in Q3 2020 and held it in 6 quarters. The position peaked at $1.67M in Q2 2021. 245 funds tracked by Wall St. Rank hold EVTC as of Q1 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Evertec position as of Q1 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 25,275 Evertec shares in Q1 2022, an estimated $1.26M.
Kiwi Wealth Investments Limited Partnership first reported a position in Evertec in Q3 2020 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's Evertec position peaked at $1.67M in Q2 2021.
245 funds tracked by Wall St. Rank held Evertec as of Q1 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2022, filed 17 May 2022.