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Voya Financial Advisors’s Evertec EVTC Stock Holding History

Voya Financial Advisors’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
Q1 		– Sell
-6,427
Closed -$207K – 240
2022
Q4 		$207K Sell
6,427
-683
-10% -$22.4K 0.03% 228
2022
Q3 		$227K Sell
7,110
-240
-3% -$8.43K 0.03% 215
2022
Q2 		$268K Sell
7,350
-382
-5% -$14.6K 0.03% 203
2022
Q1 		$321K Buy
7,732
+1,446
+23% +$61.9K 0.04% 203
2021
Q4 		$315K Buy
6,286
+65
+1% +$3.01K 0.04% 212
2021
Q3 		$294K Buy
6,221
+349
+6% +$15.7K 0.04% 211
2021
Q2 		$254K Sell
5,872
-10,408
-64% -$440K 0.03% 225
2021
Q1 		$605K Buy
16,280
+2,833
+21% +$107K 0.02% 383
2020
Q4 		$529K Buy
+13,447
New +$500K 0.02% 392

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voya Financial Advisors's EVTC Position: Q1 2023 in Review

Voya Financial Advisors sold out of Evertec (EVTC) in Q1 2023, closing a stake of 6,427 shares — an estimated $207K sold.

Voya Financial Advisors first reported a position in EVTC in Q4 2020 and held it in 9 quarters. The position peaked at $605K in Q1 2021. 248 funds tracked by Wall St. Rank hold EVTC as of Q1 2023.

  • Voya Financial Advisors reported no remaining Evertec position as of Q1 2023 after selling out during the quarter.
  • Voya Financial Advisors sold 6,427 Evertec shares in Q1 2023, an estimated $207K.
  • Voya Financial Advisors first reported a position in Evertec in Q4 2020 and held it in 9 quarters.
  • Voya Financial Advisors's Evertec position peaked at $605K in Q1 2021.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q1 2023.

Based on Voya Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.