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Principal Securities’s EverCommerce EVCM Stock Holding History

Principal Securities’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
Q3 		– Sell
-23
Closed -$253 – 3467
2024
Q2 		$253 Buy
23
+2
+10% +$19 ﹤0.01% 3284
2024
Q1 		$198 Buy
21
+1
+5% +$10 ﹤0.01% 3243
2023
Q4 		$221 Buy
+20
New +$193 ﹤0.01% 3143

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
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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's EVCM Position: Q3 2024 in Review

Principal Securities sold out of EverCommerce (EVCM) in Q3 2024, closing a stake of 23 shares — an estimated $253 sold.

Principal Securities first reported a position in EVCM in Q4 2023 and held it in 3 quarters. The position peaked at $253 in Q2 2024. 90 funds tracked by Wall St. Rank hold EVCM as of Q3 2024.

  • Principal Securities reported no remaining EverCommerce position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 23 EverCommerce shares in Q3 2024, an estimated $253.
  • Principal Securities first reported a position in EverCommerce in Q4 2023 and held it in 3 quarters.
  • Principal Securities's EverCommerce position peaked at $253 in Q2 2024.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.