CAM
EVBG

Crown Advisors Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Crown Advisors Management’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
2021
Q1 		– Sell
-20,000
Closed -$2.98M – 40
2020
Q4 		$2.98M Buy
20,000
+5,000
+33% +$639K 2.14% 24
2020
Q3 		$1.89M Sell
15,000
-10,000
-40% -$1.36M 1.23% 38
2020
Q2 		$3.46M Hold
25,000
– – 2.37% 19
2020
Q1 		$2.66M Buy
+25,000
New +$2.45M 2.1% 30
2019
Q3 		– Sell
-40,000
Closed -$3.58M – 54
2019
Q2 		$3.58M Hold
40,000
– – 2.48% 16
2019
Q1 		$3M Hold
40,000
– – 2.25% 21
2018
Q4 		$2.27M Buy
+40,000
New +$2.08M 2.36% 20

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
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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