GI
EVBG

Gradient Investments’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Gradient Investments’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
Q1 		– Sell
-30
Closed -$2K – 1274
2019
Q4 		$2K Hold
30
– – ﹤0.01% 969
2019
Q3 		$2K Hold
30
– – ﹤0.01% 950
2019
Q2 		$3K Hold
30
– – ﹤0.01% 850
2019
Q1 		$2K Buy
+30
New +$1.96K ﹤0.01% 766
2018
Q1 		– Sell
-17,248
Closed -$513K – 1199
2017
Q4 		$513K Buy
17,248
+2,996
+21% +$81.6K 0.03% 180
2017
Q3 		$377K Sell
14,252
-3,765
-21% -$88.1K 0.02% 183
2017
Q2 		$439K Buy
18,017
+576
+3% +$13.7K 0.03% 170
2017
Q1 		$358K Sell
17,441
-2,210
-11% -$41.8K 0.03% 147
2016
Q4 		$363K Buy
+19,651
New +$321K 0.03% 138

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return