Bank of Montreal’s EverCommerce EVCM Stock Holding History

Bank of Montreal’s Portfolio EVCM Stock Details EVCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-33,018	Closed	-$322	–	4161
2022 Q2	$322	Sell	33,018 -125,994	-79%	-$1.36M	﹤0.01%	2971
2022 Q1	$2.15M	Buy	+159,012	New	+$1.97M	﹤0.01%	1891

Other funds holding EVCM

PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal's EVCM Position: Q3 2022 in Review

Bank of Montreal sold out of EverCommerce (EVCM) in Q3 2022, closing a stake of 33,018 shares — an estimated $322 sold.

Bank of Montreal first reported a position in EVCM in Q1 2022 and held it in 2 quarters. The position peaked at $2.15M in Q1 2022. 80 funds tracked by Wall St. Rank hold EVCM as of Q3 2022.

Bank of Montreal reported no remaining EverCommerce position as of Q3 2022 after selling out during the quarter.
Bank of Montreal sold 33,018 EverCommerce shares in Q3 2022, an estimated $322.
Bank of Montreal first reported a position in EverCommerce in Q1 2022 and held it in 2 quarters.
Bank of Montreal's EverCommerce position peaked at $2.15M in Q1 2022.
80 funds tracked by Wall St. Rank held EverCommerce as of Q3 2022.

Based on Bank of Montreal's 13F filing for Q3 2022, filed 10 Nov 2022.