Envestnet Asset Management’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.52M | Buy |
266,543
+81,279
| +44% | +$2.31M | ﹤0.01% | 2027 |
|
|
2025
Q4 | $5.39M | Sell |
185,264
-99,673
| -35% | -$2.96M | ﹤0.01% | 2124 |
|
|
2025
Q3 | $9.63M | Sell |
284,937
-33,985
| -11% | -$1.18M | ﹤0.01% | 1794 |
|
|
2025
Q2 | $11.5M | Sell |
318,922
-13,199
| -4% | -$468K | ﹤0.01% | 1643 |
|
|
2025
Q1 | $12.2M | Buy |
332,121
+2,439
| +0.7% | +$84.2K | ﹤0.01% | 1534 |
|
|
2024
Q4 | $11.4M | Sell |
329,682
-26,470
| -7% | -$908K | ﹤0.01% | 1552 |
|
|
2024
Q3 | $12.1M | Sell |
356,152
-88,292
| -20% | -$2.94M | ﹤0.01% | 1502 |
|
|
2024
Q2 | $14.8M | Buy |
444,444
+33,917
| +8% | +$1.23M | 0.01% | 1306 |
|
|
2024
Q1 | $16.4M | Sell |
410,527
-33,347
| -8% | -$1.32M | 0.01% | 1221 |
|
|
2023
Q4 | $18.2M | Buy |
443,874
+34,872
| +9% | +$1.28M | 0.01% | 1089 |
|
|
2023
Q3 | $15.2M | Buy |
409,002
+172,692
| +73% | +$6.73M | 0.01% | 1122 |
|
|
2023
Q2 | $8.7M | Buy |
236,310
+1,054
| +0.4% | +$36.5K | ﹤0.01% | 1380 |
|
|
2023
Q1 | $7.94M | Buy |
235,256
+27,675
| +13% | +$972K | ﹤0.01% | 1372 |
|
|
2022
Q4 | $6.72M | Sell |
207,581
-19,358
| -9% | -$636K | ﹤0.01% | 1434 |
|
|
2022
Q3 | $7.12M | Sell |
226,939
-2,362
| -1% | -$82.9K | ﹤0.01% | 1320 |
|
|
2022
Q2 | $8.46M | Sell |
229,301
-1,985
| -0.9% | -$75.8K | ﹤0.01% | 1235 |
|
|
2022
Q1 | $9.47M | Buy |
231,286
+43,752
| +23% | +$1.87M | ﹤0.01% | 1236 |
|
|
2021
Q4 | $9.37M | Buy |
187,534
+45,370
| +32% | +$2.1M | ﹤0.01% | 1215 |
|
|
2021
Q3 | $6.5M | Buy |
142,164
+9,882
| +7% | +$446K | ﹤0.01% | 1379 |
|
|
2021
Q2 | $5.77M | Buy |
132,282
+22,942
| +21% | +$969K | ﹤0.01% | 1423 |
|
|
2021
Q1 | $4.07M | Buy |
109,340
+48,645
| +80% | +$1.83M | ﹤0.01% | 1534 |
|
|
2020
Q4 | $2.39M | Buy |
+60,695
| New | +$2.25M | ﹤0.01% | 1653 |
|
|
2015
Q1 | – | Sell |
-103
| Closed | -$2K | – | 2145 |
|
|
2014
Q4 | $2K | Hold |
103
| – | – | ﹤0.01% | 2317 |
|
|
2014
Q3 | $2K | Buy |
+103
| New | +$2.35K | ﹤0.01% | 2503 |
|
Other funds holding EVTC
VPM
VCM
