Choate Investment Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Choate Investment Advisors’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 Q1	–	Sell	-5,121	Closed	-$345K	–	379
2021 Q4	$345K	Hold	5,121	–	–	0.02%	217
2021 Q3	$773K	Sell	5,121 -590	-10%	-$87.3K	0.05%	145
2021 Q2	$777K	Sell	5,711 -274	-5%	-$34.3K	0.05%	145
2021 Q1	$725K	Hold	5,985	–	–	0.04%	147
2020 Q4	$892K	Hold	5,985	–	–	0.05%	123
2020 Q3	$752K	Hold	5,985	–	–	0.05%	125
2020 Q2	$828K	Hold	5,985	–	–	0.06%	115
2020 Q1	$637K	Sell	5,985 -1,173	-16%	-$115K	0.05%	130
2019 Q4	$559K	Buy	7,158 +2,583	+56%	+$199K	0.03%	152
2019 Q3	$282K	Hold	4,575	–	–	0.02%	198
2019 Q2	$409K	Hold	4,575	–	–	0.02%	172
2019 Q1	$343K	Hold	4,575	–	–	0.02%	189
2018 Q4	$260K	Buy	+4,575	New	+$237K	0.02%	196

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

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

FAM

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Choate Investment Advisors's EVBG Position: Q1 2022 in Review

Choate Investment Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2022, closing a stake of 5,121 shares — an estimated $345K sold.

Choate Investment Advisors first reported a position in EVBG in Q4 2018 and held it in 13 quarters. The position peaked at $892K in Q4 2020. 236 funds tracked by Wall St. Rank hold EVBG as of Q1 2022.

Choate Investment Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Choate Investment Advisors sold 5,121 Everbridge, Inc. Common Stock shares in Q1 2022, an estimated $345K.
Choate Investment Advisors first reported a position in Everbridge, Inc. Common Stock in Q4 2018 and held it in 13 quarters.
Choate Investment Advisors's Everbridge, Inc. Common Stock position peaked at $892K in Q4 2020.
236 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2022.

Based on Choate Investment Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.