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Eagle Bay Advisors’s Evertec EVTC Stock Holding History

Eagle Bay Advisors’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
Q1 		– Sell
-87
Closed -$3K – 396
2024
Q4 		$3K Hold
87
– – ﹤0.01% 796
2024
Q3 		$2.95K Hold
87
– – ﹤0.01% 1140
2024
Q2 		$2.89K Hold
87
– – ﹤0.01% 832
2024
Q1 		$3.47K Buy
+87
New +$3.43K ﹤0.01% 805

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Eagle Bay Advisors's EVTC Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Evertec (EVTC) in Q1 2025, closing a stake of 87 shares — an estimated $3K sold.

Eagle Bay Advisors first reported a position in EVTC in Q1 2024 and held it in 4 quarters. The position peaked at $3.47K in Q1 2024. 253 funds tracked by Wall St. Rank hold EVTC as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Evertec position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 87 Evertec shares in Q1 2025, an estimated $3K.
  • Eagle Bay Advisors first reported a position in Evertec in Q1 2024 and held it in 4 quarters.
  • Eagle Bay Advisors's Evertec position peaked at $3.47K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.