PDT Partners’s Evertec EVTC Stock Holding History

PDT Partners’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 Q4	–	Sell	-10,245	Closed	-$346K	–	591
2025 Q3	$346K	Buy	+10,245	New	+$357K	0.02%	493
2022 Q4	–	Sell	-6,871	Closed	-$215K	–	714
2022 Q3	$215K	Buy	+6,871	New	+$241K	0.03%	693
2020 Q1	–	Sell	-52,510	Closed	-$1.79M	–	718
2019 Q4	$1.79M	Buy	52,510 +4,610	+10%	+$146K	0.11%	201
2019 Q3	$1.5M	Sell	47,900 -4,300	-8%	-$144K	0.09%	233
2019 Q2	$1.71M	Buy	+52,200	New	+$1.53M	0.1%	207
2017 Q1	–	Sell	-28,000	Closed	-$497K	–	486
2016 Q4	$497K	Sell	28,000 -19,000	-40%	-$315K	0.03%	398
2016 Q3	$789K	Hold	47,000	–	–	0.05%	330
2016 Q2	$730K	Sell	47,000 -38,734	-45%	-$560K	0.06%	292
2016 Q1	$1.2M	Buy	85,734 +59,234	+224%	+$801K	0.08%	289
2015 Q4	$444K	Buy	26,500 +8,054	+44%	+$142K	0.06%	283
2015 Q3	$333K	Sell	18,446 -2,339	-11%	-$44.3K	0.01%	1027
2015 Q2	$441K	Buy	+20,785	New	+$457K	0.01%	1013
2015 Q1	–	Sell	-43,100	Closed	-$954K	–	1382
2014 Q4	$954K	Buy	43,100 +700	+2%	+$15.4K	0.09%	313
2014 Q3	$947K	Sell	42,400 -155,891	-79%	-$3.56M	0.02%	671
2014 Q2	$4.81M	Buy	198,291 +177,391	+849%	+$4.23M	0.13%	194
2014 Q1	$516K	Buy	20,900 +300	+1%	+$7.42K	0.01%	933
2013 Q4	$508K	Buy	+20,600	New	+$465K	0.06%	421

Other funds holding EVTC

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return