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Contravisory Investment Management’s Evertec EVTC Stock Holding History

Contravisory Investment Management’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
2025
Q4 		– Sell
-6,391
Closed -$216K – 386
2025
Q3 		$216K Sell
6,391
-118
-2% -$4.11K 0.04% 239
2025
Q2 		$235K Buy
+6,509
New +$231K 0.05% 232

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Contravisory Investment Management's EVTC Position: Q4 2025 in Review

Contravisory Investment Management sold out of Evertec (EVTC) in Q4 2025, closing a stake of 6,391 shares — an estimated $216K sold.

Contravisory Investment Management first reported a position in EVTC in Q2 2025 and held it in 2 quarters. The position peaked at $235K in Q2 2025. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • Contravisory Investment Management reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 6,391 Evertec shares in Q4 2025, an estimated $216K.
  • Contravisory Investment Management first reported a position in Evertec in Q2 2025 and held it in 2 quarters.
  • Contravisory Investment Management's Evertec position peaked at $235K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on Contravisory Investment Management's 13F filing for Q4 2025, filed 12 Jan 2026.