Private Ocean’s EverCommerce EVCM Stock Holding History

Private Ocean’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 Q3	–	Sell	-20,000	Closed	-$180K	–	572
2022 Q2	$180K	Buy	+20,000	New	+$216K	0.03%	126

Other funds holding EVCM

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Ocean's EVCM Position: Q3 2022 in Review

Private Ocean sold out of EverCommerce (EVCM) in Q3 2022, closing a stake of 20,000 shares — an estimated $180K sold.

Private Ocean first reported a position in EVCM in Q2 2022 and held it in 1 quarter. The position peaked at $180K in Q2 2022. 80 funds tracked by Wall St. Rank hold EVCM as of Q3 2022.

Private Ocean reported no remaining EverCommerce position as of Q3 2022 after selling out during the quarter.
Private Ocean sold 20,000 EverCommerce shares in Q3 2022, an estimated $180K.
Private Ocean first reported a position in EverCommerce in Q2 2022 and held it in 1 quarter.
Private Ocean's EverCommerce position peaked at $180K in Q2 2022.
80 funds tracked by Wall St. Rank held EverCommerce as of Q3 2022.

Based on Private Ocean's 13F filing for Q3 2022, filed 24 Oct 2022.