Covestor’s Evertec EVTC Stock Holding History

Covestor’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	$0	Sell	15 -30	-67%	-$852	﹤0.01%	2405
2025 Q4	$1K	Sell	45 -13	-22%	-$386	﹤0.01%	2045
2025 Q3	$2K	Buy	58 +14	+32%	+$488	﹤0.01%	1936
2025 Q2	$2K	Buy	44 +40	+1,000%	+$1.42K	﹤0.01%	1843
2025 Q1	$0	Hold	4	–	–	﹤0.01%	2365
2024 Q4	$0	Buy	4 +1	+33%	+$34	﹤0.01%	2375
2024 Q3	$0	Hold	3	–	–	﹤0.01%	2363
2024 Q2	$0	Sell	3 -229	-99%	-$8.28K	﹤0.01%	2378
2024 Q1	$9K	Sell	232 -1,213	-84%	-$47.8K	0.01%	1644
2023 Q4	$59K	Buy	1,445 +359	+33%	+$13.2K	0.04%	772
2023 Q3	$41K	Sell	1,086 -510	-32%	-$19.9K	0.03%	853
2023 Q2	$58K	Buy	1,596 +174	+12%	+$6.03K	0.04%	721
2023 Q1	$48K	Buy	1,422 +1,418	+35,450%	+$49.8K	0.04%	726
2022 Q4	$0	Hold	4	–	–	﹤0.01%	2206
2022 Q3	$0	Buy	+4	New	+$140	﹤0.01%	2156

Other funds holding EVTC

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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