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Rothschild & Co Asset Management US’s EverCommerce EVCM Stock Holding History

Rothschild & Co Asset Management US’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
Q4 		$1.06M Buy
142,523
+13,063
+10% +$99.8K 0.02% 239
2022
Q3 		$1.42M Buy
+129,460
New +$1.47M 0.02% 236

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $860M AUM 4.19% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rothschild & Co Asset Management US's EVCM Position: Q4 2022 in Review

Rothschild & Co Asset Management US increased its EverCommerce (EVCM) stake by 10% in Q4 2022, buying an estimated $99.8K and bringing the position to 142,523 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #239.

Rothschild & Co Asset Management US first reported a position in EVCM in Q3 2022 and has held it in 2 quarters since. The position peaked at $1.42M in Q3 2022. 81 funds tracked by Wall St. Rank hold EVCM as of Q4 2022.

  • Rothschild & Co Asset Management US held 142,523 shares of EverCommerce worth $1.06M as of Q4 2022.
  • Rothschild & Co Asset Management US bought 13,063 EverCommerce shares in Q4 2022, an estimated $99.8K.
  • EverCommerce made up 0.02% of Rothschild & Co Asset Management US's portfolio in Q4 2022, its #239 holding.
  • Rothschild & Co Asset Management US first reported a position in EverCommerce in Q3 2022 and has held it in 2 quarters since.
  • Rothschild & Co Asset Management US's EverCommerce position peaked at $1.42M in Q3 2022.
  • 81 funds tracked by Wall St. Rank held EverCommerce as of Q4 2022.

Based on Rothschild & Co Asset Management US's 13F filing for Q4 2022, filed 14 Feb 2023.