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Freedom Investment Management’s Evertec EVTC Stock Holding History

Freedom 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
-6,545
Closed -$261K – 812
2024
Q1 		$261K Buy
6,545
+1,368
+26% +$54K 0.02% 656
2023
Q4 		$212K Sell
5,177
-21,922
-81% -$806K 0.02% 695
2023
Q3 		$1.01M Buy
27,099
+20,570
+315% +$801K 0.12% 203
2023
Q2 		$240K Buy
6,529
+133
+2% +$4.61K 0.03% 611
2023
Q1 		$216K Buy
+6,396
New +$225K 0.02% 640
2022
Q2 		– Sell
-5,317
Closed -$218K – 765
2022
Q1 		$218K Sell
5,317
-487
-8% -$20.9K 0.02% 710
2021
Q4 		$290K Buy
5,804
+123
+2% +$5.69K 0.02% 686
2021
Q3 		$260K Sell
5,681
-71
-1% -$3.2K 0.02% 671
2021
Q2 		$251K Sell
5,752
-193
-3% -$8.15K 0.02% 754
2021
Q1 		$221K Sell
5,945
-8,523
-59% -$321K 0.02% 758
2020
Q4 		$569K Sell
14,468
-2,037
-12% -$75.7K 0.06% 299
2020
Q3 		$573K Sell
16,505
-1,334
-7% -$42.9K 0.06% 260
2020
Q2 		$501K Sell
17,839
-1,365
-7% -$36.2K 0.05% 278
2020
Q1 		$660K Buy
19,204
+3,193
+20% +$97.9K 0.06% 275
2019
Q4 		$545K Sell
16,011
-4,660
-23% -$148K 0.05% 324
2019
Q3 		$645K Buy
20,671
+2,995
+17% +$100K 0.06% 300
2019
Q2 		$578K Buy
17,676
+5,439
+44% +$160K 0.05% 326
2019
Q1 		$340K Sell
12,237
-2,476
-17% -$70K 0.03% 477
2018
Q4 		$422K Sell
14,713
-13,541
-48% -$355K 0.03% 469
2018
Q3 		$677K Buy
28,254
+345
+1% +$8.18K 0.04% 423
2018
Q2 		$610K Buy
+27,909
New +$568K 0.04% 473

Other funds holding EVTC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $8.82B AUM 7.52% 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

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

Freedom Investment Management sold out of Evertec (EVTC) in Q2 2024, closing a stake of 6,545 shares — an estimated $261K sold.

Freedom Investment Management first reported a position in EVTC in Q2 2018 and held it in 21 quarters. The position peaked at $1.01M in Q3 2023. 243 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

  • Freedom Investment Management reported no remaining Evertec position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 6,545 Evertec shares in Q2 2024, an estimated $261K.
  • Freedom Investment Management first reported a position in Evertec in Q2 2018 and held it in 21 quarters.
  • Freedom Investment Management's Evertec position peaked at $1.01M in Q3 2023.
  • 243 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.