Polen Capital Management
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Polen Capital Management’s Evertec EVTC Stock Holding History

Polen Capital 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
2023
Q4 		– Sell
-44,100
Closed -$1.64M – 110
2023
Q3 		$1.64M Hold
44,100
– – ﹤0.01% 87
2023
Q2 		$1.62M Hold
44,100
– – ﹤0.01% 87
2023
Q1 		$1.49M Buy
+44,100
New +$1.55M ﹤0.01% 88

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Polen Capital Management's EVTC Position: Q4 2023 in Review

Polen Capital Management sold out of Evertec (EVTC) in Q4 2023, closing a stake of 44,100 shares — an estimated $1.64M sold.

Polen Capital Management first reported a position in EVTC in Q1 2023 and held it in 3 quarters. The position peaked at $1.64M in Q3 2023. 264 funds tracked by Wall St. Rank hold EVTC as of Q4 2023.

  • Polen Capital Management reported no remaining Evertec position as of Q4 2023 after selling out during the quarter.
  • Polen Capital Management sold 44,100 Evertec shares in Q4 2023, an estimated $1.64M.
  • Polen Capital Management first reported a position in Evertec in Q1 2023 and held it in 3 quarters.
  • Polen Capital Management's Evertec position peaked at $1.64M in Q3 2023.
  • 264 funds tracked by Wall St. Rank held Evertec as of Q4 2023.

Based on Polen Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.