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Riverwater Partners’s Evertec EVTC Stock Holding History

Riverwater Partners’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
-13,688
Closed -$546K – 191
2024
Q1 		$546K Buy
13,688
+139
+1% +$5.48K 0.4% 70
2023
Q4 		$555K Buy
13,549
+95
+0.7% +$3.49K 0.44% 66
2023
Q3 		$500K Buy
+13,454
New +$524K 0.45% 64

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

Riverwater Partners's EVTC Position: Q2 2024 in Review

Riverwater Partners sold out of Evertec (EVTC) in Q2 2024, closing a stake of 13,688 shares — an estimated $546K sold.

Riverwater Partners first reported a position in EVTC in Q3 2023 and held it in 3 quarters. The position peaked at $555K in Q4 2023. 243 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

  • Riverwater Partners reported no remaining Evertec position as of Q2 2024 after selling out during the quarter.
  • Riverwater Partners sold 13,688 Evertec shares in Q2 2024, an estimated $546K.
  • Riverwater Partners first reported a position in Evertec in Q3 2023 and held it in 3 quarters.
  • Riverwater Partners's Evertec position peaked at $555K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on Riverwater Partners's 13F filing for Q2 2024, filed 19 Jul 2024.