Jacobs Levy Equity Management’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-95,039
| Closed | -$953K | – | 1007 |
|
2023
Q3 | $953K | Sell |
95,039
-11,749
| -11% | -$118K | 0.01% | 687 |
|
2023
Q2 | $1.26M | Sell |
106,788
-4,089
| -4% | -$48.4K | 0.01% | 654 |
|
2023
Q1 | $1.17M | Buy |
110,877
+32,726
| +42% | +$346K | 0.01% | 673 |
|
2022
Q4 | $581K | Sell |
78,151
-18,742
| -19% | -$139K | ﹤0.01% | 769 |
|
2022
Q3 | $1.06M | Buy |
+96,893
| New | +$1.06M | 0.01% | 701 |
|