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New York Life Investment Management’s Evertec EVTC Stock Holding History

New York Life Investment Management’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
-9,291
Closed -$371K – 1017
2024
Q1 		$371K Sell
9,291
-941
-9% -$37.1K ﹤0.01% 962
2023
Q4 		$419K Sell
10,232
-301
-3% -$11.1K ﹤0.01% 961
2023
Q3 		$392K Sell
10,533
-1,678
-14% -$65.4K ﹤0.01% 898
2023
Q2 		$450K Sell
12,211
-2,014
-14% -$69.8K ﹤0.01% 813
2023
Q1 		$480K Buy
+14,225
New +$500K 0.01% 894

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York Life Investment Management's EVTC Position: Q2 2024 in Review

New York Life Investment Management sold out of Evertec (EVTC) in Q2 2024, closing a stake of 9,291 shares — an estimated $371K sold.

New York Life Investment Management first reported a position in EVTC in Q1 2023 and held it in 5 quarters. The position peaked at $480K in Q1 2023. 243 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

  • New York Life Investment Management reported no remaining Evertec position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 9,291 Evertec shares in Q2 2024, an estimated $371K.
  • New York Life Investment Management first reported a position in Evertec in Q1 2023 and held it in 5 quarters.
  • New York Life Investment Management's Evertec position peaked at $480K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.