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Smartleaf Asset Management’s Evertec EVTC Stock Holding History

Smartleaf Asset 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
2026
Q1 		$14.7K Sell
526
-214
-29% -$6.08K ﹤0.01% 2129
2025
Q4 		$21.5K Sell
740
-1,056
-59% -$31.4K ﹤0.01% 1987
2025
Q3 		$61.8K Buy
1,796
+517
+40% +$18K ﹤0.01% 1296
2025
Q2 		$45.9K Buy
1,279
+213
+20% +$7.55K ﹤0.01% 1203
2025
Q1 		$39.1K Sell
1,066
-127
-11% -$4.39K ﹤0.01% 1276
2024
Q4 		$40.9K Buy
1,193
+794
+199% +$27.2K ﹤0.01% 1265
2024
Q3 		$13.5K Sell
399
-69
-15% -$2.3K ﹤0.01% 1572
2024
Q2 		$15.5K Buy
+468
New +$16.9K ﹤0.01% 1151

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VPM
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Kayne Anderson Rudnick Investment Management
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VCM
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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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