IIM
EVBG

Ironwood Investment Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Ironwood Investment 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
2024
Q2 		– Sell
-26,935
Closed -$938K – 181
2024
Q1 		$938K Buy
26,935
+163
+0.6% +$4.59K 0.46% 66
2023
Q4 		$651K Sell
26,772
-854
-3% -$18.4K 0.34% 81
2023
Q3 		$619K Buy
27,626
+11,190
+68% +$289K 0.38% 77
2023
Q2 		$442K Sell
16,436
-338
-2% -$9.11K 0.25% 100
2023
Q1 		$582K Buy
16,774
+705
+4% +$22.5K 0.36% 88
2022
Q4 		$475K Sell
16,069
-1,417
-8% -$43.4K 0.31% 99
2022
Q3 		$540K Buy
17,486
+28
+0.2% +$919 0.38% 92
2022
Q2 		$487K Buy
17,458
+8
+0% +$324 0.33% 99
2022
Q1 		$762K Buy
17,450
+413
+2% +$19.5K 0.41% 85
2021
Q4 		$1.15M Buy
17,037
+7,668
+82% +$927K 0.57% 58
2021
Q3 		$1.42M Buy
9,369
+7
+0.1% +$1.04K 0.73% 38
2021
Q2 		$1.27M Sell
9,362
-203
-2% -$25.4K 0.64% 52
2021
Q1 		$1.16M Buy
9,565
+83
+0.9% +$11.7K 0.61% 55
2020
Q4 		$1.41M Sell
9,482
-276
-3% -$35.3K 0.83% 34
2020
Q3 		$1.23M Sell
9,758
-20
-0.2% -$2.71K 0.88% 30
2020
Q2 		$1.35M Sell
9,778
-55
-0.6% -$7.15K 1.05% 24
2020
Q1 		$1.05M Sell
9,833
-516
-5% -$50.6K 1.05% 26
2019
Q4 		$808K Sell
10,349
-760
-7% -$58.7K 0.56% 57
2019
Q3 		$686K Sell
11,109
-44
-0.4% -$3.73K 0.51% 73
2019
Q2 		$997K Sell
11,153
-6
-0.1% -$474 0.78% 38
2019
Q1 		$837K Sell
11,159
-283
-2% -$18.5K 0.68% 48
2018
Q4 		$649K Buy
11,442
+3,876
+51% +$201K 0.6% 57
2018
Q3 		$436K Sell
7,566
-1
-0% -$54 0.3% 116
2018
Q2 		$359K Sell
7,567
-36
-0.5% -$1.53K 0.25% 129
2018
Q1 		$278K Buy
7,603
+15
+0.2% +$502 0.2% 135
2017
Q4 		$226K Buy
+7,588
New +$207K 0.16% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ironwood Investment Management's EVBG Position: Q2 2024 in Review

Ironwood Investment Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2024, closing a stake of 26,935 shares — an estimated $938K sold.

Ironwood Investment Management first reported a position in EVBG in Q4 2017 and held it in 26 quarters. The position peaked at $1.42M in Q3 2021. 154 funds tracked by Wall St. Rank hold EVBG as of Q2 2024.

  • Ironwood Investment Management reported no remaining Everbridge, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Ironwood Investment Management sold 26,935 Everbridge, Inc. Common Stock shares in Q2 2024, an estimated $938K.
  • Ironwood Investment Management first reported a position in Everbridge, Inc. Common Stock in Q4 2017 and held it in 26 quarters.
  • Ironwood Investment Management's Everbridge, Inc. Common Stock position peaked at $1.42M in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2024.

Based on Ironwood Investment Management's 13F filing for Q2 2024, filed 16 Aug 2024.