Principal Financial Group’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.1M | Buy |
427,560
+60,403
| +16% | +$1.72M | 0.01% | 1233 |
|
|
2025
Q4 | $10.7M | Buy |
367,157
+17,212
| +5% | +$511K | 0.01% | 1278 |
|
|
2025
Q3 | $11.8M | Buy |
349,945
+34,304
| +11% | +$1.2M | 0.01% | 1192 |
|
|
2025
Q2 | $11.4M | Sell |
315,641
-2,008
| -0.6% | -$71.2K | 0.01% | 1185 |
|
|
2025
Q1 | $11.7M | Buy |
317,649
+7,125
| +2% | +$246K | 0.01% | 1169 |
|
|
2024
Q4 | $10.7M | Buy |
310,524
+7,342
| +2% | +$252K | 0.01% | 1259 |
|
|
2024
Q3 | $10.3M | Sell |
303,182
-47,667
| -14% | -$1.59M | 0.01% | 1260 |
|
|
2024
Q2 | $11.7M | Sell |
350,849
-11,561
| -3% | -$418K | 0.01% | 1181 |
|
|
2024
Q1 | $14.5M | Sell |
362,410
-41,242
| -10% | -$1.63M | 0.01% | 1112 |
|
|
2023
Q4 | $16.5M | Buy |
403,652
+14,073
| +4% | +$517K | 0.01% | 1007 |
|
|
2023
Q3 | $14.5M | Buy |
389,579
+8,059
| +2% | +$314K | 0.01% | 1007 |
|
|
2023
Q2 | $14.1M | Sell |
381,520
-20,702
| -5% | -$718K | 0.01% | 1064 |
|
|
2023
Q1 | $13.6M | Sell |
402,222
-9,413
| -2% | -$331K | 0.01% | 1102 |
|
|
2022
Q4 | $13.3M | Sell |
411,635
-10,175
| -2% | -$334K | 0.01% | 1077 |
|
|
2022
Q3 | $13.2M | Buy |
421,810
+13,364
| +3% | +$469K | 0.01% | 1021 |
|
|
2022
Q2 | $15.1M | Sell |
408,446
-44,024
| -10% | -$1.68M | 0.01% | 1026 |
|
|
2022
Q1 | $18.5M | Sell |
452,470
-23,340
| -5% | -$1,000K | 0.01% | 968 |
|
|
2021
Q4 | $23.8M | Sell |
475,810
-62,763
| -12% | -$2.91M | 0.01% | 827 |
|
|
2021
Q3 | $24.6M | Sell |
538,573
-4,662
| -0.9% | -$210K | 0.02% | 782 |
|
|
2021
Q2 | $23.7M | Buy |
543,235
+32,420
| +6% | +$1.37M | 0.02% | 836 |
|
|
2021
Q1 | $19M | Buy |
510,815
+7,625
| +2% | +$287K | 0.01% | 955 |
|
|
2020
Q4 | $19.8M | Buy |
503,190
+9,934
| +2% | +$369K | 0.01% | 780 |
|
|
2020
Q3 | $17.1M | Buy |
493,256
+5,141
| +1% | +$165K | 0.01% | 747 |
|
|
2020
Q2 | $13.7M | Sell |
488,115
-4,810
| -1% | -$128K | 0.01% | 857 |
|
|
2020
Q1 | $11.2M | Sell |
492,925
-18,598
| -4% | -$570K | 0.01% | 840 |
|
|
2019
Q4 | $17.4M | Sell |
511,523
-13,391
| -3% | -$424K | 0.01% | 907 |
|
|
2019
Q3 | $16.4M | Sell |
524,914
-4,052
| -0.8% | -$136K | 0.01% | 914 |
|
|
2019
Q2 | $17.3M | Sell |
528,966
-5,099
| -1% | -$150K | 0.02% | 868 |
|
|
2019
Q1 | $14.9M | Sell |
534,065
-6,493
| -1% | -$184K | 0.01% | 980 |
|
|
2018
Q4 | $15.5M | Sell |
540,558
-23,673
| -4% | -$620K | 0.02% | 874 |
|
|
2018
Q3 | $13.6M | Buy |
564,231
+21,641
| +4% | +$513K | 0.01% | 1133 |
|
|
2018
Q2 | $11.9M | Buy |
542,590
+45,525
| +9% | +$926K | 0.01% | 1202 |
|
|
2018
Q1 | $8.13M | Buy |
497,065
+453,963
| +1,053% | +$7.14M | 0.01% | 1360 |
|
|
2017
Q4 | $588K | Buy |
43,102
+2,942
| +7% | +$41.7K | ﹤0.01% | 1936 |
|
|
2017
Q3 | $637K | Sell |
40,160
-3,910
| -9% | -$70K | ﹤0.01% | 1892 |
|
|
2017
Q2 | $762K | Buy |
44,070
+5,381
| +14% | +$88K | ﹤0.01% | 1888 |
|
|
2017
Q1 | $615K | Buy |
38,689
+2,699
| +7% | +$45.9K | ﹤0.01% | 1890 |
|
|
2016
Q4 | $638K | Buy |
35,990
+17,896
| +99% | +$296K | ﹤0.01% | 1885 |
|
|
2016
Q3 | $304K | Buy |
18,094
+1,104
| +6% | +$18.5K | ﹤0.01% | 1954 |
|
|
2016
Q2 | $264K | Buy |
16,990
+669
| +4% | +$9.67K | ﹤0.01% | 1967 |
|
|
2016
Q1 | $228K | Buy |
16,321
+530
| +3% | +$7.16K | ﹤0.01% | 1992 |
|
|
2015
Q4 | $264K | Buy |
15,791
+393
| +3% | +$6.93K | ﹤0.01% | 1978 |
|
|
2015
Q3 | $278K | Buy |
15,398
+4,206
| +38% | +$79.6K | ﹤0.01% | 1957 |
|
|
2015
Q2 | $238K | Sell |
11,192
-667
| -6% | -$14.7K | ﹤0.01% | 2005 |
|
|
2015
Q1 | $260K | Sell |
11,859
-145
| -1% | -$3.06K | ﹤0.01% | 1962 |
|
|
2014
Q4 | $266K | Sell |
12,004
-1,650
| -12% | -$36.2K | ﹤0.01% | 1958 |
|
|
2014
Q3 | $305K | Buy |
13,654
+1,623
| +13% | +$37.1K | ﹤0.01% | 1922 |
|
|
2014
Q2 | $292K | Buy |
12,031
+3,909
| +48% | +$93.2K | ﹤0.01% | 1972 |
|
|
2014
Q1 | $201K | Sell |
8,122
-77
| -0.9% | -$1.91K | ﹤0.01% | 2133 |
|
|
2013
Q4 | $202K | Buy |
+8,199
| New | +$185K | ﹤0.01% | 2151 |
|
|
2013
Q3 | – | Sell |
-10,300
| Closed | -$226K | – | 2273 |
|
|
2013
Q2 | $226K | Buy |
+10,300
| New | +$211K | ﹤0.01% | 2032 |
|
Other funds holding EVTC
VPM
VCM
