Harel Insurance Investments & Financial Services’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Harel Insurance Investments & Financial Services’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	-240	Closed	-$8K	–	761
2022 Q3	$8K	Sell	240 -19	-7%	-$623	﹤0.01%	665
2022 Q2	$7K	Sell	259 -274	-51%	-$11.1K	﹤0.01%	682
2022 Q1	$23K	Buy	533 +95	+22%	+$4.49K	﹤0.01%	625
2021 Q4	$30K	Sell	438 -71	-14%	-$8.59K	﹤0.01%	652
2021 Q3	$77K	Sell	509 -1	-0.2%	-$148	﹤0.01%	487
2021 Q2	$69K	Sell	510 -842	-62%	-$105K	﹤0.01%	694
2021 Q1	$356K	Buy	1,352 +469	+53%	+$65.9K	0.01%	539
2020 Q4	$132K	Buy	883 +41	+5%	+$5.24K	﹤0.01%	532
2020 Q3	$107K	Buy	+842	New	+$114K	﹤0.01%	388

Other funds holding EVBG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 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 $3.37T AUM 44.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EVBG Position: Q4 2022 in Review

Harel Insurance Investments & Financial Services sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2022, closing a stake of 240 shares — an estimated $8K sold.

Harel Insurance Investments & Financial Services first reported a position in EVBG in Q3 2020 and held it in 9 quarters. The position peaked at $356K in Q1 2021. 218 funds tracked by Wall St. Rank hold EVBG as of Q4 2022.

Harel Insurance Investments & Financial Services reported no remaining Everbridge, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 240 Everbridge, Inc. Common Stock shares in Q4 2022, an estimated $8K.
Harel Insurance Investments & Financial Services first reported a position in Everbridge, Inc. Common Stock in Q3 2020 and held it in 9 quarters.
Harel Insurance Investments & Financial Services's Everbridge, Inc. Common Stock position peaked at $356K in Q1 2021.
218 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.