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Sit Investment Associates’s Evertec EVTC Stock Holding History

Sit Investment Associates’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
Q3 		– Sell
-1,800
Closed -$60K – 546
2024
Q2 		$60K Hold
1,800
– – ﹤0.01% 504
2024
Q1 		$72K Hold
1,800
– – ﹤0.01% 491
2023
Q4 		$74K Hold
1,800
– – ﹤0.01% 504
2023
Q3 		$67K Hold
1,800
– – ﹤0.01% 500
2023
Q2 		$66K Hold
1,800
– – ﹤0.01% 513
2023
Q1 		$61K Hold
1,800
– – ﹤0.01% 503
2022
Q4 		$58K Hold
1,800
– – ﹤0.01% 512
2022
Q3 		$56K Hold
1,800
– – ﹤0.01% 499
2022
Q2 		$66K Hold
1,800
– – ﹤0.01% 490
2022
Q1 		$74K Hold
1,800
– – ﹤0.01% 494
2021
Q4 		$90K Buy
+1,800
New +$83.3K ﹤0.01% 491

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Sit Investment Associates's EVTC Position: Q3 2024 in Review

Sit Investment Associates sold out of Evertec (EVTC) in Q3 2024, closing a stake of 1,800 shares — an estimated $60K sold.

Sit Investment Associates first reported a position in EVTC in Q4 2021 and held it in 11 quarters. The position peaked at $90K in Q4 2021. 248 funds tracked by Wall St. Rank hold EVTC as of Q3 2024.

  • Sit Investment Associates reported no remaining Evertec position as of Q3 2024 after selling out during the quarter.
  • Sit Investment Associates sold 1,800 Evertec shares in Q3 2024, an estimated $60K.
  • Sit Investment Associates first reported a position in Evertec in Q4 2021 and held it in 11 quarters.
  • Sit Investment Associates's Evertec position peaked at $90K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q3 2024.

Based on Sit Investment Associates's 13F filing for Q3 2024, filed 13 Nov 2024.