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Jefferies Financial Group’s EverCommerce EVCM Stock Holding History

Jefferies Financial Group’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
-25,000
Closed -$265K – 1779
2023
Q1 		$265K Buy
+25,000
New +$241K ﹤0.01% 1270

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

Jefferies Financial Group's EVCM Position: Q2 2023 in Review

Jefferies Financial Group sold out of EverCommerce (EVCM) in Q2 2023, closing a stake of 25,000 shares — an estimated $265K sold.

Jefferies Financial Group first reported a position in EVCM in Q1 2023 and held it in 1 quarter. The position peaked at $265K in Q1 2023. 95 funds tracked by Wall St. Rank hold EVCM as of Q2 2023.

  • Jefferies Financial Group reported no remaining EverCommerce position as of Q2 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 25,000 EverCommerce shares in Q2 2023, an estimated $265K.
  • Jefferies Financial Group first reported a position in EverCommerce in Q1 2023 and held it in 1 quarter.
  • Jefferies Financial Group's EverCommerce position peaked at $265K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held EverCommerce as of Q2 2023.

Based on Jefferies Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.