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Steward Financial Group’s Evertec EVTC Stock Holding History

Steward Financial Group’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 		$1K Buy
+36
New +$1.4K ﹤0.01% 1142
2023
Q2 		– Sell
-40
Closed -$1K – 637
2023
Q1 		$1K Buy
40
+32
+400% +$1.12K ﹤0.01% 601
2022
Q4 		$0 Buy
+8
New +$263 ﹤0.01% 623
2022
Q3 		– Sell
-4
Closed – – 489
2022
Q2 		$0 Buy
+4
New +$153 ﹤0.01% 1090

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
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

Steward Financial Group's EVTC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Evertec (EVTC) in Q3 2023: 36 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EVTC as recently as Q1 2023.

Steward Financial Group first reported a position in EVTC in Q2 2022 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold EVTC as of Q3 2023.

  • Steward Financial Group held 36 shares of Evertec worth $1K as of Q3 2023.
  • Evertec was a new Steward Financial Group position in Q3 2023.
  • Evertec made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1142 holding.
  • Steward Financial Group first reported a position in Evertec in Q2 2022 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.