CS
EVCM icon

Credit Suisse’s EverCommerce EVCM Stock Holding History

Credit Suisse’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
Q2 		– Sell
-22,132
Closed -$234K – 3192
2023
Q1 		$234K Buy
22,132
+3,213
+17% +$31K ﹤0.01% 3074
2022
Q4 		$141K Sell
18,919
-126
-0.7% -$963 ﹤0.01% 3269
2022
Q3 		$207K Buy
19,045
+109
+0.6% +$1.24K ﹤0.01% 3229
2022
Q2 		$171K Buy
+18,936
New +$204K ﹤0.01% 3381

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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Credit Suisse's EVCM Position: Q2 2023 in Review

Credit Suisse sold out of EverCommerce (EVCM) in Q2 2023, closing a stake of 22,132 shares — an estimated $234K sold.

Credit Suisse first reported a position in EVCM in Q2 2022 and held it in 4 quarters. The position peaked at $234K in Q1 2023. 95 funds tracked by Wall St. Rank hold EVCM as of Q2 2023.

  • Credit Suisse reported no remaining EverCommerce position as of Q2 2023 after selling out during the quarter.
  • Credit Suisse sold 22,132 EverCommerce shares in Q2 2023, an estimated $234K.
  • Credit Suisse first reported a position in EverCommerce in Q2 2022 and held it in 4 quarters.
  • Credit Suisse's EverCommerce position peaked at $234K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held EverCommerce as of Q2 2023.

Based on Credit Suisse's 13F filing for Q2 2023, filed 11 Aug 2023.