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FORA Capital’s Evertec EVTC Stock Holding History

FORA Capital’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
Q4 		– Sell
-9,812
Closed -$333K – 447
2024
Q3 		$333K Buy
+9,812
New +$327K 0.04% 346
2021
Q3 		– Sell
-1,819
Closed -$79K – 514
2021
Q2 		$79K Buy
+1,819
New +$76.8K 0.01% 642
2021
Q1 		– Sell
-2,571
Closed -$101K – 871
2020
Q4 		$101K Buy
2,571
+509
+25% +$18.9K 0.02% 665
2020
Q3 		$72K Buy
+2,062
New +$66.3K 0.05% 373

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

FORA Capital's EVTC Position: Q4 2024 in Review

FORA Capital sold out of Evertec (EVTC) in Q4 2024, closing a stake of 9,812 shares — an estimated $333K sold.

FORA Capital first reported a position in EVTC in Q3 2020 and held it in 4 quarters. The position peaked at $333K in Q3 2024. 246 funds tracked by Wall St. Rank hold EVTC as of Q4 2024.

  • FORA Capital reported no remaining Evertec position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 9,812 Evertec shares in Q4 2024, an estimated $333K.
  • FORA Capital first reported a position in Evertec in Q3 2020 and held it in 4 quarters.
  • FORA Capital's Evertec position peaked at $333K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Evertec as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.