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Sunriver Management’s Evertec EVTC Stock Holding History

Sunriver 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
2024
Q2 		– Sell
-879,617
Closed -$35.1M – 22
2024
Q1 		$35.1M Buy
879,617
+52,159
+6% +$2.06M 4.59% 13
2023
Q4 		$33.9M Buy
827,458
+150,935
+22% +$5.55M 5.31% 9
2023
Q3 		$25.2M Sell
676,523
-107,178
-14% -$4.18M 4.76% 10
2023
Q2 		$28.9M Buy
783,701
+117,660
+18% +$4.08M 5.82% 7
2023
Q1 		$22.5M Buy
+666,041
New +$23.4M 4.69% 12

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

Sunriver Management's EVTC Position: Q2 2024 in Review

Sunriver Management sold out of Evertec (EVTC) in Q2 2024, closing a stake of 879,617 shares — an estimated $35.1M sold.

Sunriver Management first reported a position in EVTC in Q1 2023 and held it in 5 quarters. The position peaked at $35.1M in Q1 2024. 243 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

  • Sunriver Management reported no remaining Evertec position as of Q2 2024 after selling out during the quarter.
  • Sunriver Management sold 879,617 Evertec shares in Q2 2024, an estimated $35.1M.
  • Sunriver Management first reported a position in Evertec in Q1 2023 and held it in 5 quarters.
  • Sunriver Management's Evertec position peaked at $35.1M in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on Sunriver Management's 13F filing for Q2 2024, filed 13 Aug 2024.