STRS Ohio’s EverCommerce EVCM Stock Holding History

STRS Ohio’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 Q4	–	Sell	-10,800	Closed	-$108K	–	1941
2023 Q3	$108K	Buy	+10,800	New	+$116K	﹤0.01%	1699
2022 Q1	–	Sell	-3,800	Closed	-$59K	–	2166
2021 Q4	$59K	Hold	3,800	–	–	﹤0.01%	1978
2021 Q3	$62K	Buy	+3,800	New	+$70K	﹤0.01%	2033

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

WFO

Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

STRS Ohio's EVCM Position: Q4 2023 in Review

STRS Ohio sold out of EverCommerce (EVCM) in Q4 2023, closing a stake of 10,800 shares — an estimated $108K sold.

STRS Ohio first reported a position in EVCM in Q3 2021 and held it in 3 quarters. The position peaked at $108K in Q3 2023. 84 funds tracked by Wall St. Rank hold EVCM as of Q4 2023.

STRS Ohio reported no remaining EverCommerce position as of Q4 2023 after selling out during the quarter.
STRS Ohio sold 10,800 EverCommerce shares in Q4 2023, an estimated $108K.
STRS Ohio first reported a position in EverCommerce in Q3 2021 and held it in 3 quarters.
STRS Ohio's EverCommerce position peaked at $108K in Q3 2023.
84 funds tracked by Wall St. Rank held EverCommerce as of Q4 2023.

Based on STRS Ohio's 13F filing for Q4 2023, filed 30 Jan 2024.