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Contravisory Investment Management’s EverCommerce EVCM Stock Holding History

Contravisory Investment Management’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
2023
Q4 		– Sell
-1,353
Closed -$13.6K – 381
2023
Q3 		$13.6K Hold
1,353
– – ﹤0.01% 272
2023
Q2 		$16K Buy
+1,353
New +$15.8K ﹤0.01% 251

Other funds holding EVCM

PE
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
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Contravisory Investment Management's EVCM Position: Q4 2023 in Review

Contravisory Investment Management sold out of EverCommerce (EVCM) in Q4 2023, closing a stake of 1,353 shares — an estimated $13.6K sold.

Contravisory Investment Management first reported a position in EVCM in Q2 2023 and held it in 2 quarters. The position peaked at $16K in Q2 2023. 84 funds tracked by Wall St. Rank hold EVCM as of Q4 2023.

  • Contravisory Investment Management reported no remaining EverCommerce position as of Q4 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 1,353 EverCommerce shares in Q4 2023, an estimated $13.6K.
  • Contravisory Investment Management first reported a position in EverCommerce in Q2 2023 and held it in 2 quarters.
  • Contravisory Investment Management's EverCommerce position peaked at $16K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held EverCommerce as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.