UM
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UniSuper Management’s Evertec EVTC Stock Holding History

UniSuper 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
Q3 		– Sell
-14,156
Closed -$471K – 793
2024
Q2 		$471K Hold
14,156
– – ﹤0.01% 791
2024
Q1 		$565K Buy
+14,156
New +$558K 0.01% 712

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American Century Companies
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Kayne Anderson Rudnick Investment Management
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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
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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

UniSuper Management's EVTC Position: Q3 2024 in Review

UniSuper Management sold out of Evertec (EVTC) in Q3 2024, closing a stake of 14,156 shares — an estimated $471K sold.

UniSuper Management first reported a position in EVTC in Q1 2024 and held it in 2 quarters. The position peaked at $565K in Q1 2024. 248 funds tracked by Wall St. Rank hold EVTC as of Q3 2024.

  • UniSuper Management reported no remaining Evertec position as of Q3 2024 after selling out during the quarter.
  • UniSuper Management sold 14,156 Evertec shares in Q3 2024, an estimated $471K.
  • UniSuper Management first reported a position in Evertec in Q1 2024 and held it in 2 quarters.
  • UniSuper Management's Evertec position peaked at $565K in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q3 2024.

Based on UniSuper Management's 13F filing for Q3 2024, filed 14 Nov 2024.