Montanaro Asset Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Montanaro Asset 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
2022 Q1	–	Sell	-3,550	Closed	-$239K	–	49
2021 Q4	$239K	Buy	3,550 +700	+25%	+$84.6K	0.02%	47
2021 Q3	$430K	Buy	2,850 +350	+14%	+$51.8K	0.05%	44
2021 Q2	$340K	Buy	+2,500	New	+$313K	0.04%	48

Other funds holding EVBG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Montanaro Asset Management's EVBG Position: Q1 2022 in Review

Montanaro Asset Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2022, closing a stake of 3,550 shares — an estimated $239K sold.

Montanaro Asset Management first reported a position in EVBG in Q2 2021 and held it in 3 quarters. The position peaked at $430K in Q3 2021. 236 funds tracked by Wall St. Rank hold EVBG as of Q1 2022.

Montanaro Asset Management reported no remaining Everbridge, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Montanaro Asset Management sold 3,550 Everbridge, Inc. Common Stock shares in Q1 2022, an estimated $239K.
Montanaro Asset Management first reported a position in Everbridge, Inc. Common Stock in Q2 2021 and held it in 3 quarters.
Montanaro Asset Management's Everbridge, Inc. Common Stock position peaked at $430K in Q3 2021.
236 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2022.

Based on Montanaro Asset Management's 13F filing for Q1 2022, filed 12 May 2022.