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Fernwood Investment Management’s Evertec EVTC Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-311
Closed -$12.4K – 350
2024
Q1 		$12.4K Buy
+311
New +$12.3K ﹤0.01% 533

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
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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

Fernwood Investment Management's EVTC Position: Q2 2024 in Review

Fernwood Investment Management sold out of Evertec (EVTC) in Q2 2024, closing a stake of 311 shares — an estimated $12.4K sold.

Fernwood Investment Management first reported a position in EVTC in Q1 2024 and held it in 1 quarter. The position peaked at $12.4K in Q1 2024. 243 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

  • Fernwood Investment Management reported no remaining Evertec position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 311 Evertec shares in Q2 2024, an estimated $12.4K.
  • Fernwood Investment Management first reported a position in Evertec in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Evertec position peaked at $12.4K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.