Zacks Investment Management’s Evertec EVTC Stock Holding History

Zacks Investment 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
2025 Q2	–	Sell	-39,488	Closed	-$1.45M	–	723
2025 Q1	$1.45M	Buy	39,488 +1,509	+4%	+$52.1K	0.01%	368
2024 Q4	$1.31M	Buy	37,979 +858	+2%	+$29.4K	0.01%	384
2024 Q3	$1.26M	Buy	+37,121	New	+$1.24M	0.01%	388
2024 Q2	–	Sell	-14,200	Closed	-$567K	–	661
2024 Q1	$567K	Sell	14,200 -57	-0.4%	-$2.25K	0.01%	459
2023 Q4	$584K	Sell	14,257 -22	-0.2%	-$809	0.01%	448
2023 Q3	$531K	Buy	14,279 +6,685	+88%	+$260K	0.01%	450
2023 Q2	$280K	Hold	7,594	–	–	﹤0.01%	542
2023 Q1	$256K	Buy	+7,594	New	+$267K	﹤0.01%	548
2020 Q2	–	Sell	-25,094	Closed	-$570K	–	528
2020 Q1	$570K	Hold	25,094	–	–	0.01%	373
2019 Q4	$854K	Hold	25,094	–	–	0.02%	403
2019 Q3	$783K	Sell	25,094 -3,048	-11%	-$102K	0.02%	402
2019 Q2	$920K	Hold	28,142	–	–	0.02%	405
2019 Q1	$783K	Buy	+28,142	New	+$796K	0.02%	421
2017 Q2	–	Sell	-13,554	Closed	-$216K	–	621
2017 Q1	$216K	Hold	13,554	–	–	0.01%	562
2016 Q4	$241K	Hold	13,554	–	–	0.01%	553
2016 Q3	$227K	Buy	+13,554	New	+$227K	0.01%	559

Other funds holding EVTC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Zacks Investment Management's EVTC Position: Q2 2025 in Review

Zacks Investment Management sold out of Evertec (EVTC) in Q2 2025, closing a stake of 39,488 shares — an estimated $1.45M sold.

Zacks Investment Management first reported a position in EVTC in Q3 2016 and held it in 16 quarters. The position peaked at $1.45M in Q1 2025. 266 funds tracked by Wall St. Rank hold EVTC as of Q2 2025.

Zacks Investment Management reported no remaining Evertec position as of Q2 2025 after selling out during the quarter.
Zacks Investment Management sold 39,488 Evertec shares in Q2 2025, an estimated $1.45M.
Zacks Investment Management first reported a position in Evertec in Q3 2016 and held it in 16 quarters.
Zacks Investment Management's Evertec position peaked at $1.45M in Q1 2025.
266 funds tracked by Wall St. Rank held Evertec as of Q2 2025.

Based on Zacks Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.