Y-Intercept (HK)’s Evertec EVTC Stock Holding History

Y-Intercept (HK)’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 Q4	–	Sell	-8,836	Closed	-$277K	–	1094
2022 Q3	$277K	Buy	+8,836	New	+$310K	0.03%	729

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

RRAM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Y-Intercept (HK)'s EVTC Position: Q4 2022 in Review

Y-Intercept (HK) sold out of Evertec (EVTC) in Q4 2022, closing a stake of 8,836 shares — an estimated $277K sold.

Y-Intercept (HK) first reported a position in EVTC in Q3 2022 and held it in 1 quarter. The position peaked at $277K in Q3 2022. 250 funds tracked by Wall St. Rank hold EVTC as of Q4 2022.

Y-Intercept (HK) reported no remaining Evertec position as of Q4 2022 after selling out during the quarter.
Y-Intercept (HK) sold 8,836 Evertec shares in Q4 2022, an estimated $277K.
Y-Intercept (HK) first reported a position in Evertec in Q3 2022 and held it in 1 quarter.
Y-Intercept (HK)'s Evertec position peaked at $277K in Q3 2022.
250 funds tracked by Wall St. Rank held Evertec as of Q4 2022.

Based on Y-Intercept (HK)'s 13F filing for Q4 2022, filed 14 Feb 2023.