Stonebridge Capital Advisors’s EverCommerce EVCM Stock Holding History

Stonebridge Capital Advisors’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	–	Sell	-2	Closed	–	–	1021
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1028
2022 Q2	$0	Buy	+2	New	+$22	﹤0.01%	951

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stonebridge Capital Advisors's EVCM Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of EverCommerce (EVCM) in Q4 2022, closing a stake of 2 shares.

Stonebridge Capital Advisors first reported a position in EVCM in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 81 funds tracked by Wall St. Rank hold EVCM as of Q4 2022.

Stonebridge Capital Advisors reported no remaining EverCommerce position as of Q4 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 2 EverCommerce shares in Q4 2022.
Stonebridge Capital Advisors first reported a position in EverCommerce in Q2 2022 and held it in 2 quarters.
Stonebridge Capital Advisors's EverCommerce position peaked at $0 in Q3 2022.
81 funds tracked by Wall St. Rank held EverCommerce as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.