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Sciencast Management’s Evertec EVTC Stock Holding History

Sciencast 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
-5,600
Closed -$208K – 284
2023
Q3 		$208K Buy
+5,600
New +$218K 0.09% 288
2023
Q2 		– Sell
-6,099
Closed -$212K – 258
2023
Q1 		$212K Buy
+6,099
New +$214K 0.28% 150
2021
Q1 		– Sell
-18,792
Closed -$749K – 545
2020
Q4 		$749K Buy
+18,792
New +$698K 0.16% 207
2019
Q2 		– Sell
-8,631
Closed -$253K – 339
2019
Q1 		$253K Buy
+8,631
New +$244K 0.09% 298

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sciencast Management's EVTC Position: Q4 2023 in Review

Sciencast Management sold out of Evertec (EVTC) in Q4 2023, closing a stake of 5,600 shares — an estimated $208K sold.

Sciencast Management first reported a position in EVTC in Q1 2019 and held it in 4 quarters. The position peaked at $749K in Q4 2020. 264 funds tracked by Wall St. Rank hold EVTC as of Q4 2023.

  • Sciencast Management reported no remaining Evertec position as of Q4 2023 after selling out during the quarter.
  • Sciencast Management sold 5,600 Evertec shares in Q4 2023, an estimated $208K.
  • Sciencast Management first reported a position in Evertec in Q1 2019 and held it in 4 quarters.
  • Sciencast Management's Evertec position peaked at $749K in Q4 2020.
  • 264 funds tracked by Wall St. Rank held Evertec as of Q4 2023.

Based on Sciencast Management's 13F filing for Q4 2023, filed 14 Feb 2024.