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Aptus Capital Advisors’s Evertec EVTC Stock Holding History

Aptus Capital 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
2024
Q4 		– Sell
-101,793
Closed -$3.45M – 1428
2024
Q3 		$3.45M Buy
101,793
+13,738
+16% +$458K 0.05% 256
2024
Q2 		$2.93M Buy
88,055
+17,475
+25% +$632K 0.05% 255
2024
Q1 		$2.82M Buy
70,580
+7,456
+12% +$294K 0.05% 257
2023
Q4 		$2.58M Sell
63,124
-795
-1% -$29.2K 0.07% 199
2023
Q3 		$2.38M Sell
63,919
-12,952
-17% -$505K 0.06% 203
2023
Q2 		$2.83M Buy
76,871
+6,511
+9% +$226K 0.07% 201
2023
Q1 		$2.37M Buy
70,360
+8,264
+13% +$290K 0.06% 200
2022
Q4 		$2.01M Buy
62,096
+6,634
+12% +$218K 0.06% 210
2022
Q3 		$1.74M Buy
55,462
+3,210
+6% +$113K 0.04% 216
2022
Q2 		$1.93M Buy
52,252
+1,926
+4% +$73.6K 0.05% 196
2022
Q1 		$2.06M Buy
50,326
+3,210
+7% +$138K 0.05% 197
2021
Q4 		$2.35M Buy
47,116
+8,988
+24% +$416K 0.07% 181
2021
Q3 		$1.74M Buy
38,128
+6,848
+22% +$309K 0.04% 197
2021
Q2 		$1.36M Buy
31,280
+4,708
+18% +$199K 0.04% 199
2021
Q1 		$989K Buy
26,572
+5,136
+24% +$193K 0.04% 215
2020
Q4 		$843K Buy
+21,436
New +$796K 0.04% 192

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aptus Capital Advisors's EVTC Position: Q4 2024 in Review

Aptus Capital Advisors sold out of Evertec (EVTC) in Q4 2024, closing a stake of 101,793 shares — an estimated $3.45M sold.

Aptus Capital Advisors first reported a position in EVTC in Q4 2020 and held it in 16 quarters. The position peaked at $3.45M in Q3 2024. 246 funds tracked by Wall St. Rank hold EVTC as of Q4 2024.

  • Aptus Capital Advisors reported no remaining Evertec position as of Q4 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 101,793 Evertec shares in Q4 2024, an estimated $3.45M.
  • Aptus Capital Advisors first reported a position in Evertec in Q4 2020 and held it in 16 quarters.
  • Aptus Capital Advisors's Evertec position peaked at $3.45M in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Evertec as of Q4 2024.

Based on Aptus Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.