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Blue Trust Inc’s Evertec EVTC Stock Holding History

Blue Trust Inc’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
2026
Q1 		$56.6K Buy
2,007
+1,049
+109% +$29.8K ﹤0.01% 1268
2025
Q4 		$27.9K Sell
958
-1,091
-53% -$32.4K ﹤0.01% 1569
2025
Q3 		$69.2K Buy
2,049
+91
+5% +$3.17K ﹤0.01% 1242
2025
Q2 		$70.6K Buy
1,958
+436
+29% +$15.5K ﹤0.01% 1209
2025
Q1 		$56K Buy
1,522
+429
+39% +$14.8K ﹤0.01% 1294
2024
Q4 		$37.7K Sell
1,093
-291
-21% -$9.98K ﹤0.01% 1432
2024
Q3 		$46K Buy
1,384
+58
+4% +$1.93K ﹤0.01% 1605
2024
Q2 		$52.9K Buy
1,326
+183
+16% +$6.61K ﹤0.01% 1229
2024
Q1 		$45.6K Sell
1,143
-11
-1% -$434 ﹤0.01% 948
2023
Q4 		$42K Buy
1,154
+154
+15% +$5.66K ﹤0.01% 1001
2023
Q3 		$37K Buy
1,000
+759
+315% +$29.6K ﹤0.01% 955
2023
Q2 		$9K Sell
241
-454
-65% -$15.7K ﹤0.01% 1333
2023
Q1 		$23K Buy
695
+129
+23% +$4.53K ﹤0.01% 1318
2022
Q4 		$18K Buy
566
+313
+124% +$10.3K ﹤0.01% 1323
2022
Q3 		$9K Sell
253
-3
-1% -$105 ﹤0.01% 1369
2022
Q2 		$10K Buy
+256
New +$9.78K ﹤0.01% 1200

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VPM
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VCM
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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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