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Westwood Holdings Group’s Evertec EVTC Stock Holding History

Westwood Holdings 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
Q1 		– Sell
-14,746
Closed -$477K – 522
2022
Q4 		$477K Buy
14,746
+692
+5% +$22.7K ﹤0.01% 407
2022
Q3 		$440K Buy
+14,054
New +$494K 0.01% 382

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Kayne Anderson Rudnick Investment Management
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American Century Companies
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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

Westwood Holdings Group's EVTC Position: Q1 2023 in Review

Westwood Holdings Group sold out of Evertec (EVTC) in Q1 2023, closing a stake of 14,746 shares — an estimated $477K sold.

Westwood Holdings Group first reported a position in EVTC in Q3 2022 and held it in 2 quarters. The position peaked at $477K in Q4 2022. 248 funds tracked by Wall St. Rank hold EVTC as of Q1 2023.

  • Westwood Holdings Group reported no remaining Evertec position as of Q1 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 14,746 Evertec shares in Q1 2023, an estimated $477K.
  • Westwood Holdings Group first reported a position in Evertec in Q3 2022 and held it in 2 quarters.
  • Westwood Holdings Group's Evertec position peaked at $477K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.