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Steward Financial Group’s EverCommerce EVCM Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+4
New +$43 ﹤0.01% 1388
2023
Q2 		– Sell
-1
Closed – – 633
2023
Q1 		$0 Buy
+1
New +$10 ﹤0.01% 784

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Steward Financial Group's EVCM Position: Q3 2023 in Review

Steward Financial Group opened a new position in EverCommerce (EVCM) in Q3 2023: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EVCM as recently as Q1 2023.

Steward Financial Group first reported a position in EVCM in Q1 2023 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold EVCM as of Q3 2023.

  • Steward Financial Group held 4 shares of EverCommerce worth $0 as of Q3 2023.
  • EverCommerce was a new Steward Financial Group position in Q3 2023.
  • EverCommerce made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1388 holding.
  • Steward Financial Group first reported a position in EverCommerce in Q1 2023 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held EverCommerce as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.