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Fairman Group’s Evertec EVTC Stock Holding History

Fairman Group’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
-25
Closed -$863 – 284
2024
Q4 		$863 Sell
25
-26
-51% -$892 ﹤0.01% 290
2024
Q3 		$1.73K Hold
51
– – ﹤0.01% 289
2024
Q2 		$1.7K Hold
51
– – ﹤0.01% 286
2024
Q1 		$2.04K Hold
51
– – ﹤0.01% 265
2023
Q4 		$2.09K Buy
+51
New +$1.88K ﹤0.01% 255

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

Fairman Group's EVTC Position: Q1 2025 in Review

Fairman Group sold out of Evertec (EVTC) in Q1 2025, closing a stake of 25 shares — an estimated $863 sold.

Fairman Group first reported a position in EVTC in Q4 2023 and held it in 5 quarters. The position peaked at $2.09K in Q4 2023. 253 funds tracked by Wall St. Rank hold EVTC as of Q1 2025.

  • Fairman Group reported no remaining Evertec position as of Q1 2025 after selling out during the quarter.
  • Fairman Group sold 25 Evertec shares in Q1 2025, an estimated $863.
  • Fairman Group first reported a position in Evertec in Q4 2023 and held it in 5 quarters.
  • Fairman Group's Evertec position peaked at $2.09K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q1 2025.

Based on Fairman Group's 13F filing for Q1 2025, filed 7 May 2025.