Westwood Holdings Group’s EverCommerce EVCM Stock Holding History

Westwood Holdings 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
2022 Q4	–	Sell	-57,164	Closed	-$625K	–	575
2022 Q3	$625K	Buy	+57,164	New	+$648K	0.01%	353

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

Westwood Holdings Group's EVCM Position: Q4 2022 in Review

Westwood Holdings Group sold out of EverCommerce (EVCM) in Q4 2022, closing a stake of 57,164 shares — an estimated $625K sold.

Westwood Holdings Group first reported a position in EVCM in Q3 2022 and held it in 1 quarter. The position peaked at $625K in Q3 2022. 81 funds tracked by Wall St. Rank hold EVCM as of Q4 2022.

Westwood Holdings Group reported no remaining EverCommerce position as of Q4 2022 after selling out during the quarter.
Westwood Holdings Group sold 57,164 EverCommerce shares in Q4 2022, an estimated $625K.
Westwood Holdings Group first reported a position in EverCommerce in Q3 2022 and held it in 1 quarter.
Westwood Holdings Group's EverCommerce position peaked at $625K in Q3 2022.
81 funds tracked by Wall St. Rank held EverCommerce as of Q4 2022.

Based on Westwood Holdings Group's 13F filing for Q4 2022, filed 14 Feb 2023.