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Oversea-Chinese Banking Corp (OCBC)’s Evertec EVTC Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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
-9,974
Closed -$367K – 389
2023
Q2 		$367K Buy
+9,974
New +$346K 0.02% 252

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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

Oversea-Chinese Banking Corp (OCBC)'s EVTC Position: Q3 2023 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of Evertec (EVTC) in Q3 2023, closing a stake of 9,974 shares — an estimated $367K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in EVTC in Q2 2023 and held it in 1 quarter. The position peaked at $367K in Q2 2023. 253 funds tracked by Wall St. Rank hold EVTC as of Q3 2023.

  • Oversea-Chinese Banking Corp (OCBC) reported no remaining Evertec position as of Q3 2023 after selling out during the quarter.
  • Oversea-Chinese Banking Corp (OCBC) sold 9,974 Evertec shares in Q3 2023, an estimated $367K.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in Evertec in Q2 2023 and held it in 1 quarter.
  • Oversea-Chinese Banking Corp (OCBC)'s Evertec position peaked at $367K in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q3 2023.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q3 2023, filed 3 Nov 2023.