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Lido Advisors’s
Evertec
EVTC
Stock Holding History
Lido Advisors’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
$350K
Buy
12,398
+3,239
+35%
+$92K
﹤0.01%
1486
2025
Q4
$299K
Buy
9,159
+413
+5%
+$12.3K
﹤0.01%
1572
2025
Q3
$295K
Buy
8,746
+363
+4%
+$12.7K
﹤0.01%
1497
2025
Q2
$302K
Buy
+8,383
New
+$297K
﹤0.01%
1342
2023
Q4
–
Sell
-7,576
Closed
-$282K
–
1367
2023
Q3
$282K
Buy
+7,576
New
+$295K
﹤0.01%
943
2022
Q3
–
Sell
-8,540
Closed
-$314K
–
971
2022
Q2
$314K
Buy
+8,540
New
+$326K
0.01%
723
2022
Q1
–
Sell
-7,556
Closed
-$377K
–
1026
2021
Q4
$377K
Buy
7,556
+2,786
+58%
+$129K
0.01%
712
2021
Q3
$218K
Buy
+4,770
New
+$215K
﹤0.01%
882
Other funds holding EVTC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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