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Lee Financial’s EverCommerce EVCM Stock Holding History

Lee Financial’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
Q1 		– Sell
-48
Closed -$1K – 824
2021
Q4 		$1K Buy
+48
New +$855 ﹤0.01% 833

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lee Financial's EVCM Position: Q1 2022 in Review

Lee Financial sold out of EverCommerce (EVCM) in Q1 2022, closing a stake of 48 shares — an estimated $1K sold.

Lee Financial first reported a position in EVCM in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 61 funds tracked by Wall St. Rank hold EVCM as of Q1 2022.

  • Lee Financial reported no remaining EverCommerce position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 48 EverCommerce shares in Q1 2022, an estimated $1K.
  • Lee Financial first reported a position in EverCommerce in Q4 2021 and held it in 1 quarter.
  • Lee Financial's EverCommerce position peaked at $1K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held EverCommerce as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.