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Campbell & Co Investment Adviser’s Evertec EVTC Stock Holding History

Campbell & Co Investment Adviser’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 		$794K Buy
28,140
+5,598
+25% +$159K 0.05% 584
2025
Q4 		$656K Buy
+22,542
New +$670K 0.03% 724
2025
Q3 		– Sell
-12,196
Closed -$440K – 1185
2025
Q2 		$440K Sell
12,196
-17,284
-59% -$613K 0.03% 831
2025
Q1 		$1.08M Buy
29,480
+19,229
+188% +$664K 0.08% 401
2024
Q4 		$354K Sell
10,251
-353
-3% -$12.1K 0.03% 788
2024
Q3 		$359K Sell
10,604
-13,202
-55% -$440K 0.03% 838
2024
Q2 		$792K Buy
23,806
+12,059
+103% +$436K 0.07% 460
2024
Q1 		$469K Sell
11,747
-4,566
-28% -$180K 0.04% 726
2023
Q4 		$668K Buy
16,313
+3,031
+23% +$111K 0.06% 571
2023
Q3 		$494K Buy
13,282
+4,658
+54% +$181K 0.06% 519
2023
Q2 		$318K Buy
+8,624
New +$299K 0.06% 634
2022
Q4 		– Sell
-9,111
Closed -$286K – 830
2022
Q3 		$286K Buy
+9,111
New +$320K 0.07% 497
2017
Q4 		– Sell
-10,361
Closed -$164K – 431
2017
Q3 		$164K Sell
10,361
-3,724
-26% -$66.7K 0.13% 310
2017
Q2 		$244K Buy
14,085
+3,332
+31% +$54.5K 0.23% 204
2017
Q1 		$171K Buy
+10,753
New +$183K 0.44% 115
2016
Q1 		– Sell
-13,645
Closed -$228K – 134
2015
Q4 		$228K Buy
+13,645
New +$241K 1.52% 32

Other funds holding EVTC

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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