AG
EVBG

Aperio Group’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Aperio Group’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 		$1.86M Buy
12,487
+3,062
+32% +$392K 0.01% 1274
2020
Q3 		$1.19M Buy
9,425
+2,493
+36% +$338K ﹤0.01% 1356
2020
Q2 		$959K Buy
6,932
+2,190
+46% +$285K ﹤0.01% 1431
2020
Q1 		$504K Buy
4,742
+593
+14% +$58.2K ﹤0.01% 1644
2019
Q4 		$324K Buy
4,149
+403
+11% +$31.1K ﹤0.01% 2026
2019
Q3 		$231K Buy
3,746
+63
+2% +$5.34K ﹤0.01% 2127
2019
Q2 		$329K Buy
3,683
+231
+7% +$18.2K ﹤0.01% 1983
2019
Q1 		$259K Buy
+3,452
New +$225K ﹤0.01% 2066

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

Aperio Group's EVBG Position: Q4 2020 in Review

Aperio Group increased its Everbridge, Inc. Common Stock (EVBG) stake by 32% in Q4 2020, buying an estimated $392K and bringing the position to 12,487 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #1274.

Aperio Group first reported a position in EVBG in Q1 2019 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold EVBG as of Q4 2020.

  • Aperio Group held 12,487 shares of Everbridge, Inc. Common Stock worth $1.86M as of Q4 2020.
  • Aperio Group bought 3,062 Everbridge, Inc. Common Stock shares in Q4 2020, an estimated $392K.
  • Everbridge, Inc. Common Stock made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1274 holding.
  • Aperio Group first reported a position in Everbridge, Inc. Common Stock in Q1 2019 and has held it in 8 quarters since.
  • 299 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.