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Harvest Fund Management’s Evertec EVTC Stock Holding History

Harvest Fund 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
2025
Q3 		– Sell
-354
Closed -$13K – 661
2025
Q2 		$13K Sell
354
-1,835
-84% -$65K ﹤0.01% 507
2025
Q1 		$80K Buy
+2,189
New +$75.6K ﹤0.01% 468
2019
Q1 		– Sell
-7,933
Closed -$228K – 367
2018
Q4 		$228K Buy
7,933
+1,695
+27% +$44.4K 0.05% 104
2018
Q3 		$150K Buy
6,238
+4,971
+392% +$118K 0.03% 211
2018
Q2 		$28K Buy
+1,267
New +$25.8K ﹤0.01% 264

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harvest Fund Management's EVTC Position: Q3 2025 in Review

Harvest Fund Management sold out of Evertec (EVTC) in Q3 2025, closing a stake of 354 shares — an estimated $13K sold.

Harvest Fund Management first reported a position in EVTC in Q2 2018 and held it in 5 quarters. The position peaked at $228K in Q4 2018. 270 funds tracked by Wall St. Rank hold EVTC as of Q3 2025.

  • Harvest Fund Management reported no remaining Evertec position as of Q3 2025 after selling out during the quarter.
  • Harvest Fund Management sold 354 Evertec shares in Q3 2025, an estimated $13K.
  • Harvest Fund Management first reported a position in Evertec in Q2 2018 and held it in 5 quarters.
  • Harvest Fund Management's Evertec position peaked at $228K in Q4 2018.
  • 270 funds tracked by Wall St. Rank held Evertec as of Q3 2025.

Based on Harvest Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.