MSCM
EVBG

McElhenny Sheffield Capital Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-27
Closed -$799 – 652
2022
Q4 		$799 Buy
+27
New +$828 ﹤0.01% 594

Other funds holding EVBG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

McElhenny Sheffield Capital Management's EVBG Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2023, closing a stake of 27 shares — an estimated $799 sold.

McElhenny Sheffield Capital Management first reported a position in EVBG in Q4 2022 and held it in 1 quarter. The position peaked at $799 in Q4 2022. 210 funds tracked by Wall St. Rank hold EVBG as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Everbridge, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 27 Everbridge, Inc. Common Stock shares in Q1 2023, an estimated $799.
  • McElhenny Sheffield Capital Management first reported a position in Everbridge, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Everbridge, Inc. Common Stock position peaked at $799 in Q4 2022.
  • 210 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.