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Petrus Trust Company’s EverCommerce EVCM Stock Holding History

Petrus Trust Company’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
-21,212
Closed -$200K – 634
2024
Q1 		$200K Buy
21,212
+1,898
+10% +$18.5K 0.02% 580
2023
Q4 		$213K Buy
+19,314
New +$186K 0.02% 547

Other funds holding EVCM

PE
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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
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Petrus Trust Company's EVCM Position: Q2 2024 in Review

Petrus Trust Company sold out of EverCommerce (EVCM) in Q2 2024, closing a stake of 21,212 shares — an estimated $200K sold.

Petrus Trust Company first reported a position in EVCM in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q4 2023. 85 funds tracked by Wall St. Rank hold EVCM as of Q2 2024.

  • Petrus Trust Company reported no remaining EverCommerce position as of Q2 2024 after selling out during the quarter.
  • Petrus Trust Company sold 21,212 EverCommerce shares in Q2 2024, an estimated $200K.
  • Petrus Trust Company first reported a position in EverCommerce in Q4 2023 and held it in 2 quarters.
  • Petrus Trust Company's EverCommerce position peaked at $213K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held EverCommerce as of Q2 2024.

Based on Petrus Trust Company's 13F filing for Q2 2024, filed 14 Aug 2024.