AR
EVBG

Advisory Research’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Advisory Research’s Portfolio EVBG Stock Details EVBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13,193
Closed -$1.66M – 355
2020
Q3 		$1.66M Sell
13,193
-9,734
-42% -$1.32M 0.16% 117
2020
Q2 		$3.17M Buy
22,927
+10,481
+84% +$1.36M 0.28% 88
2020
Q1 		$1.32M Buy
12,446
+4,130
+50% +$405K 0.09% 113
2019
Q4 		$649K Buy
+8,316
New +$642K 0.03% 217

Other funds holding EVBG

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Research's EVBG Position: Q4 2020 in Review

Advisory Research sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2020, closing a stake of 13,193 shares — an estimated $1.66M sold.

Advisory Research first reported a position in EVBG in Q4 2019 and held it in 4 quarters. The position peaked at $3.17M in Q2 2020. 299 funds tracked by Wall St. Rank hold EVBG as of Q4 2020.

  • Advisory Research reported no remaining Everbridge, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Advisory Research sold 13,193 Everbridge, Inc. Common Stock shares in Q4 2020, an estimated $1.66M.
  • Advisory Research first reported a position in Everbridge, Inc. Common Stock in Q4 2019 and held it in 4 quarters.
  • Advisory Research's Everbridge, Inc. Common Stock position peaked at $3.17M in Q2 2020.
  • 299 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.