Tortoise Index Solutions’s Evertec EVTC Stock Holding History

Tortoise Index Solutions’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
2022 Q3	–	Sell	-2,839	Closed	-$105K	–	90
2022 Q2	$105K	Buy	2,839 +112	+4%	+$4.28K	0.02%	92
2022 Q1	$112K	Buy	2,727 +338	+14%	+$14.5K	0.02%	91
2021 Q4	$119K	Buy	2,389 +1	+0%	+$46	0.03%	95
2021 Q3	$109K	Sell	2,388 -246	-9%	-$11.1K	0.03%	94
2021 Q2	$115K	Buy	+2,634	New	+$111K	0.02%	87
2021 Q1	–	Sell	-1,808	Closed	-$71K	–	93
2020 Q4	$71K	Buy	1,808 +29	+2%	+$1.08K	0.02%	93
2020 Q3	$62K	Buy	+1,779	New	+$57.2K	0.02%	90
2020 Q2	–	Sell	-2,696	Closed	-$61K	–	82
2020 Q1	$61K	Buy	2,696 +526	+24%	+$16.1K	0.02%	90
2019 Q4	$74K	Buy	2,170 +639	+42%	+$20.2K	0.02%	94
2019 Q3	$48K	Buy	1,531 +657	+75%	+$22K	0.01%	121
2019 Q2	$29K	Hold	874	–	–	0.01%	129
2019 Q1	$24K	Buy	+874	New	+$24.7K	0.01%	136

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Tortoise Index Solutions's EVTC Position: Q3 2022 in Review

Tortoise Index Solutions sold out of Evertec (EVTC) in Q3 2022, closing a stake of 2,839 shares — an estimated $105K sold.

Tortoise Index Solutions first reported a position in EVTC in Q1 2019 and held it in 12 quarters. The position peaked at $119K in Q4 2021. 250 funds tracked by Wall St. Rank hold EVTC as of Q3 2022.

Tortoise Index Solutions reported no remaining Evertec position as of Q3 2022 after selling out during the quarter.
Tortoise Index Solutions sold 2,839 Evertec shares in Q3 2022, an estimated $105K.
Tortoise Index Solutions first reported a position in Evertec in Q1 2019 and held it in 12 quarters.
Tortoise Index Solutions's Evertec position peaked at $119K in Q4 2021.
250 funds tracked by Wall St. Rank held Evertec as of Q3 2022.

Based on Tortoise Index Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.