GC
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Guggenheim Capital’s Evertec EVTC Stock Holding History

Guggenheim 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
2026
Q1 		– Sell
-15,968
Closed -$465K – 1661
2025
Q4 		$465K Buy
+15,968
New +$474K ﹤0.01% 1321
2023
Q2 		– Sell
-32,504
Closed -$1.1M – 1890
2023
Q1 		$1.1M Buy
32,504
+15,630
+93% +$549K 0.01% 1134
2022
Q4 		$546K Buy
16,874
+7,236
+75% +$238K ﹤0.01% 1446
2022
Q3 		$302K Sell
9,638
-2,119
-18% -$74.4K ﹤0.01% 1658
2022
Q2 		$434K Sell
11,757
-8,257
-41% -$315K ﹤0.01% 1631
2022
Q1 		$819K Buy
20,014
+2,011
+11% +$86.1K ﹤0.01% 1463
2021
Q4 		$900K Sell
18,003
-13,927
-44% -$645K ﹤0.01% 1412
2021
Q3 		$1.46M Buy
31,930
+26,735
+515% +$1.21M 0.01% 1213
2021
Q2 		$227K Sell
5,195
-358
-6% -$15.1K ﹤0.01% 2108
2021
Q1 		$207K Sell
5,553
-3,165
-36% -$119K ﹤0.01% 2081
2020
Q4 		$343K Buy
+8,718
New +$324K ﹤0.01% 1782
2016
Q2 		– Sell
-120,317
Closed -$1.68M – 2894
2016
Q1 		$1.68M Buy
+120,317
New +$1.63M 0.01% 1689
2013
Q3 		– Sell
-164,450
Closed -$3.61M – 3087
2013
Q2 		$3.61M Buy
+164,450
New +$3.36M 0.02% 1209

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VPM
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Kayne Anderson Rudnick Investment Management
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VCM
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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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