Mather Group’s Evertec EVTC Stock Holding History

Mather Group’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 Q2	–	Sell	-92	Closed	-$3.77K	–	2228
2024 Q1	$3.77K	Buy	+92	New	+$3.63K	﹤0.01%	1411

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mather Group's EVTC Position: Q2 2024 in Review

Mather Group sold out of Evertec (EVTC) in Q2 2024, closing a stake of 92 shares — an estimated $3.77K sold.

Mather Group first reported a position in EVTC in Q1 2024 and held it in 1 quarter. The position peaked at $3.77K in Q1 2024. 243 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

Mather Group reported no remaining Evertec position as of Q2 2024 after selling out during the quarter.
Mather Group sold 92 Evertec shares in Q2 2024, an estimated $3.77K.
Mather Group first reported a position in Evertec in Q1 2024 and held it in 1 quarter.
Mather Group's Evertec position peaked at $3.77K in Q1 2024.
243 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.