DLCIG
EVBG

D.L. Carlson Investment Group’s Everbridge, Inc. Common Stock EVBG Stock Holding History

D.L. Carlson Investment 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
2021
Q2 		– Sell
-33,981
Closed -$4.12M – 158
2021
Q1 		$4.12M Sell
33,981
-2,404
-7% -$338K 0.75% 57
2020
Q4 		$5.42M Buy
+36,385
New +$4.65M 0.98% 37
2020
Q3 		– Sell
-27,739
Closed -$3.84M – 155
2020
Q2 		$3.84M Sell
27,739
-10,881
-28% -$1.41M 1.14% 34
2020
Q1 		$4.11M Buy
+38,620
New +$3.79M 1.55% 15

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 $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

D.L. Carlson Investment Group's EVBG Position: Q2 2021 in Review

D.L. Carlson Investment Group sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2021, closing a stake of 33,981 shares — an estimated $4.12M sold.

D.L. Carlson Investment Group first reported a position in EVBG in Q1 2020 and held it in 4 quarters. The position peaked at $5.42M in Q4 2020. 286 funds tracked by Wall St. Rank hold EVBG as of Q2 2021.

  • D.L. Carlson Investment Group reported no remaining Everbridge, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 33,981 Everbridge, Inc. Common Stock shares in Q2 2021, an estimated $4.12M.
  • D.L. Carlson Investment Group first reported a position in Everbridge, Inc. Common Stock in Q1 2020 and held it in 4 quarters.
  • D.L. Carlson Investment Group's Everbridge, Inc. Common Stock position peaked at $5.42M in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2021.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2021, filed 12 Aug 2021.