Chartwell Investment Partners’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Chartwell Investment Partners’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
2022 Q4	–	Sell	-11,179	Closed	-$345K	–	441
2022 Q3	$345K	Buy	+11,179	New	+$367K	0.01%	398
2020 Q4	–	Sell	-9,051	Closed	-$1.14M	–	447
2020 Q3	$1.14M	Hold	9,051	–	–	0.04%	336
2020 Q2	$1.25M	Sell	9,051 -2,652	-23%	-$345K	0.05%	310
2020 Q1	$1.25M	Sell	11,703 -1,717	-13%	-$169K	0.06%	298
2019 Q4	$1.05M	Buy	+13,420	New	+$1.04M	0.03%	355
2018 Q4	–	Sell	-54,920	Closed	-$3.17M	–	477
2018 Q3	$3.17M	Sell	54,920 -14,392	-21%	-$776K	0.09%	297
2018 Q2	$3.29M	Sell	69,312 -2,729	-4%	-$116K	0.1%	281
2018 Q1	$2.64M	Buy	72,041 +23,770	+49%	+$795K	0.09%	256
2017 Q4	$1.44M	Buy	+48,271	New	+$1.32M	0.05%	364

Other funds holding EVBG

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KHCM

Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Chartwell Investment Partners's EVBG Position: Q4 2022 in Review

Chartwell Investment Partners sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2022, closing a stake of 11,179 shares — an estimated $345K sold.

Chartwell Investment Partners first reported a position in EVBG in Q4 2017 and held it in 9 quarters. The position peaked at $3.29M in Q2 2018. 218 funds tracked by Wall St. Rank hold EVBG as of Q4 2022.

Chartwell Investment Partners reported no remaining Everbridge, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Chartwell Investment Partners sold 11,179 Everbridge, Inc. Common Stock shares in Q4 2022, an estimated $345K.
Chartwell Investment Partners first reported a position in Everbridge, Inc. Common Stock in Q4 2017 and held it in 9 quarters.
Chartwell Investment Partners's Everbridge, Inc. Common Stock position peaked at $3.29M in Q2 2018.
218 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2022.

Based on Chartwell Investment Partners's 13F filing for Q4 2022, filed 16 Feb 2023.