Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Evertec EVTC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$1.15M Sell
40,613
-106,180
-72% -$3.02M ﹤0.01% 1126
2025
Q4 		$4.27M Buy
146,793
+34,183
+30% +$1.02M 0.01% 697
2025
Q3 		$3.8M Buy
112,610
+52,688
+88% +$1.84M 0.01% 661
2025
Q2 		$2.16M Buy
+59,922
New +$2.12M 0.01% 832
2024
Q3 		– Sell
-11,371
Closed -$378K – 1506
2024
Q2 		$378K Sell
11,371
-13,638
-55% -$493K ﹤0.01% 1126
2024
Q1 		$998K Sell
25,009
-9,285
-27% -$366K ﹤0.01% 890
2023
Q4 		$1.4M Buy
34,294
+27,437
+400% +$1.01M 0.01% 758
2023
Q3 		$255K Buy
+6,857
New +$267K ﹤0.01% 1183
2020
Q2 		– Sell
-10,750
Closed -$244K – 1061
2020
Q1 		$244K Buy
+10,750
New +$329K ﹤0.01% 834
2018
Q2 		– Sell
-69,100
Closed -$1.13M – 1054
2018
Q1 		$1.13M Sell
69,100
-12,950
-16% -$204K 0.01% 467
2017
Q4 		$1.12M Buy
82,050
+11,450
+16% +$162K 0.01% 506
2017
Q3 		$1.12M Buy
70,600
+12,600
+22% +$226K 0.01% 513
2017
Q2 		$1M Sell
58,000
-1,400
-2% -$22.9K 0.01% 499
2017
Q1 		$944K Sell
59,400
-31,900
-35% -$542K 0.01% 502
2016
Q4 		$1.62M Sell
91,300
-32,900
-26% -$545K 0.01% 401
2016
Q3 		$2.08M Sell
124,200
-2,300
-2% -$38.5K 0.01% 356
2016
Q2 		$1.97M Buy
126,500
+19,200
+18% +$278K 0.01% 367
2016
Q1 		$1.5M Buy
107,300
+39,100
+57% +$528K 0.01% 383
2015
Q4 		$1.14M Buy
68,200
+47,375
+227% +$835K 0.01% 427
2015
Q3 		$376K Buy
+20,825
New +$394K ﹤0.01% 568

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Connor, Clark & Lunn Investment Management (CC&L)'s EVTC Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Evertec (EVTC) stake by 72% in Q1 2026, selling an estimated $3.02M and leaving 40,613 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in EVTC in Q3 2015 and has held it in 20 quarters since. The position peaked at $4.27M in Q4 2025. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 40,613 shares of Evertec worth $1.15M as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 106,180 Evertec shares in Q1 2026, an estimated $3.02M.
  • Evertec made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #1126 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Evertec in Q3 2015 and has held it in 20 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Evertec position peaked at $4.27M in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.