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Essex Investment Management’s EverCommerce EVCM Stock Holding History

Essex 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
-185,062
Closed -$1.86M – 344
2023
Q3 		$1.86M Sell
185,062
-1,289
-0.7% -$13.8K 0.3% 111
2023
Q2 		$2.21M Buy
186,351
+27,130
+17% +$317K 0.31% 113
2023
Q1 		$1.68M Buy
159,221
+30,623
+24% +$296K 0.24% 130
2022
Q4 		$957K Sell
128,598
-1,301
-1% -$9.94K 0.15% 202
2022
Q3 		$1.42M Buy
129,899
+9,500
+8% +$108K 0.23% 138
2022
Q2 		$1.09M Sell
120,399
-1,977
-2% -$21.3K 0.18% 175
2022
Q1 		$1.61M Buy
+122,376
New +$1.52M 0.2% 155

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $860M AUM 4.19% 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

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

Essex Investment Management sold out of EverCommerce (EVCM) in Q4 2023, closing a stake of 185,062 shares — an estimated $1.86M sold.

Essex Investment Management first reported a position in EVCM in Q1 2022 and held it in 7 quarters. The position peaked at $2.21M in Q2 2023. 84 funds tracked by Wall St. Rank hold EVCM as of Q4 2023.

  • Essex Investment Management reported no remaining EverCommerce position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 185,062 EverCommerce shares in Q4 2023, an estimated $1.86M.
  • Essex Investment Management first reported a position in EverCommerce in Q1 2022 and held it in 7 quarters.
  • Essex Investment Management's EverCommerce position peaked at $2.21M in Q2 2023.
  • 84 funds tracked by Wall St. Rank held EverCommerce as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.