QSV Equity Investors’s Evertec EVTC Stock Holding History

QSV Equity Investors’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	$830K	Sell	28,538 -13,331	-32%	-$396K	1.23%	41
2025 Q3	$1.41M	Hold	41,869	–	–	1.45%	29
2025 Q2	$1.51M	Sell	41,869 -340	-0.8%	-$12.1K	1.57%	23
2025 Q1	$1.55M	Sell	42,209 -87	-0.2%	-$3K	1.61%	26
2024 Q4	$1.46M	Buy	42,296 +101	+0.2%	+$3.46K	1.4%	33
2024 Q3	$1.43M	Hold	42,195	–	–	1.34%	41
2024 Q2	$1.4M	Sell	42,195 -1,140	-3%	-$41.2K	1.46%	36
2024 Q1	$1.73M	Buy	43,335 +1,050	+2%	+$41.4K	1.66%	23
2023 Q4	$1.73M	Buy	+42,285	New	+$1.55M	1.68%	16

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