Sachetta’s EverCommerce EVCM Stock Holding History

Sachetta’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	-110	Closed	-$1.21K	–	1252
2024 Q1	$1.21K	Hold	110	–	–	﹤0.01%	867
2023 Q4	$1.21K	Buy	+110	New	+$1.06K	﹤0.01%	867

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

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sachetta's EVCM Position: Q2 2024 in Review

Sachetta sold out of EverCommerce (EVCM) in Q2 2024, closing a stake of 110 shares — an estimated $1.21K sold.

Sachetta first reported a position in EVCM in Q4 2023 and held it in 2 quarters. The position peaked at $1.21K in Q1 2024. 85 funds tracked by Wall St. Rank hold EVCM as of Q2 2024.

Sachetta reported no remaining EverCommerce position as of Q2 2024 after selling out during the quarter.
Sachetta sold 110 EverCommerce shares in Q2 2024, an estimated $1.21K.
Sachetta first reported a position in EverCommerce in Q4 2023 and held it in 2 quarters.
Sachetta's EverCommerce position peaked at $1.21K in Q1 2024.
85 funds tracked by Wall St. Rank held EverCommerce as of Q2 2024.

Based on Sachetta's 13F filing for Q2 2024, filed 7 Aug 2024.