HR
EVBG

Howe & Rusling’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Howe & Rusling’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
-59
Closed -$2K – 1096
2022
Q3 		$2K Buy
+59
New +$1.94K ﹤0.01% 929
2020
Q2 		– Sell
-61
Closed -$6K – 938
2020
Q1 		$6K Sell
61
-3
-5% -$294 ﹤0.01% 495
2019
Q4 		$5K Hold
64
– – ﹤0.01% 566
2019
Q3 		$4K Hold
64
– – ﹤0.01% 604
2019
Q2 		$6K Sell
64
-2
-3% -$158 ﹤0.01% 517
2019
Q1 		$5K Sell
66
-8
-11% -$522 ﹤0.01% 554
2018
Q4 		$4K Buy
74
+39
+111% +$2.02K ﹤0.01% 592
2018
Q3 		$2K Hold
35
– – ﹤0.01% 748
2018
Q2 		$2K Hold
35
– – ﹤0.01% 706
2018
Q1 		$1K Sell
35
-5
-13% -$167 ﹤0.01% 900
2017
Q4 		$1K Buy
+40
New +$1.09K ﹤0.01% 810

Other funds holding EVBG

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KHCM
Kettle Hill Capital Management New York $406M AUM 18.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Howe & Rusling's EVBG Position: Q4 2022 in Review

Howe & Rusling sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2022, closing a stake of 59 shares — an estimated $2K sold.

Howe & Rusling first reported a position in EVBG in Q4 2017 and held it in 11 quarters. The position peaked at $6K in Q1 2020. 216 funds tracked by Wall St. Rank hold EVBG as of Q4 2022.

  • Howe & Rusling reported no remaining Everbridge, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 59 Everbridge, Inc. Common Stock shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in Everbridge, Inc. Common Stock in Q4 2017 and held it in 11 quarters.
  • Howe & Rusling's Everbridge, Inc. Common Stock position peaked at $6K in Q1 2020.
  • 216 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.