Great Lakes Advisors’s EverCommerce EVCM Stock Holding History

Great Lakes Advisors’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
2024 Q2	–	Sell	-203,420	Closed	-$1.92M	–	857
2024 Q1	$1.92M	Sell	203,420 -443	-0.2%	-$4.32K	0.02%	474
2023 Q4	$2.25M	Buy	203,863 +61,236	+43%	+$590K	0.02%	444
2023 Q3	$1.43M	Buy	142,627 +84,147	+144%	+$904K	0.01%	489
2023 Q2	$692K	Sell	58,480 -32,249	-36%	-$377K	0.01%	563
2023 Q1	$960K	Buy	+90,729	New	+$876K	0.01%	578

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

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Great Lakes Advisors's EVCM Position: Q2 2024 in Review

Great Lakes Advisors sold out of EverCommerce (EVCM) in Q2 2024, closing a stake of 203,420 shares — an estimated $1.92M sold.

Great Lakes Advisors first reported a position in EVCM in Q1 2023 and held it in 5 quarters. The position peaked at $2.25M in Q4 2023. 85 funds tracked by Wall St. Rank hold EVCM as of Q2 2024.

Great Lakes Advisors reported no remaining EverCommerce position as of Q2 2024 after selling out during the quarter.
Great Lakes Advisors sold 203,420 EverCommerce shares in Q2 2024, an estimated $1.92M.
Great Lakes Advisors first reported a position in EverCommerce in Q1 2023 and held it in 5 quarters.
Great Lakes Advisors's EverCommerce position peaked at $2.25M in Q4 2023.
85 funds tracked by Wall St. Rank held EverCommerce as of Q2 2024.

Based on Great Lakes Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.