Ergoteles’s EverCommerce EVCM Stock Holding History

Ergoteles’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	-13,639	Closed	-$123K	–	1667
2022 Q2	$123K	Buy	+13,639	New	+$147K	﹤0.01%	1463
2022 Q1	–	Sell	-60,910	Closed	-$959K	–	1339
2021 Q4	$959K	Buy	+60,910	New	+$1.09M	0.04%	426

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

Ergoteles's EVCM Position: Q3 2022 in Review

Ergoteles sold out of EverCommerce (EVCM) in Q3 2022, closing a stake of 13,639 shares — an estimated $123K sold.

Ergoteles first reported a position in EVCM in Q4 2021 and held it in 2 quarters. The position peaked at $959K in Q4 2021. 80 funds tracked by Wall St. Rank hold EVCM as of Q3 2022.

Ergoteles reported no remaining EverCommerce position as of Q3 2022 after selling out during the quarter.
Ergoteles sold 13,639 EverCommerce shares in Q3 2022, an estimated $123K.
Ergoteles first reported a position in EverCommerce in Q4 2021 and held it in 2 quarters.
Ergoteles's EverCommerce position peaked at $959K in Q4 2021.
80 funds tracked by Wall St. Rank held EverCommerce as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.