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Summit Global Investments’s EverCommerce EVCM Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-42,800
Closed -$565K – 483
2022
Q1 		$565K Buy
42,800
+600
+1% +$7.44K 0.04% 313
2021
Q4 		$665K Buy
+42,200
New +$752K 0.04% 303

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Global Investments's EVCM Position: Q2 2022 in Review

Summit Global Investments sold out of EverCommerce (EVCM) in Q2 2022, closing a stake of 42,800 shares — an estimated $565K sold.

Summit Global Investments first reported a position in EVCM in Q4 2021 and held it in 2 quarters. The position peaked at $665K in Q4 2021. 75 funds tracked by Wall St. Rank hold EVCM as of Q2 2022.

  • Summit Global Investments reported no remaining EverCommerce position as of Q2 2022 after selling out during the quarter.
  • Summit Global Investments sold 42,800 EverCommerce shares in Q2 2022, an estimated $565K.
  • Summit Global Investments first reported a position in EverCommerce in Q4 2021 and held it in 2 quarters.
  • Summit Global Investments's EverCommerce position peaked at $665K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held EverCommerce as of Q2 2022.

Based on Summit Global Investments's 13F filing for Q2 2022, filed 23 Aug 2022.