Oak Ridge Investments’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Oak Ridge Investments’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
2021 Q4	–	Sell	-56,938	Closed	-$8.6M	–	183
2021 Q3	$8.6M	Buy	56,938 +24,933	+78%	+$3.69M	0.76%	44
2021 Q2	$4.36M	Buy	32,005 +1,920	+6%	+$240K	0.38%	90
2021 Q1	$3.65M	Sell	30,085 -417	-1%	-$58.6K	0.34%	100
2020 Q4	$4.55M	Sell	30,502 -41,300	-58%	-$5.28M	0.4%	92
2020 Q3	$9.03M	Buy	71,802 +597	+0.8%	+$81K	0.7%	42
2020 Q2	$9.85M	Sell	71,205 -8,431	-11%	-$1.1M	0.83%	41
2020 Q1	$8.47M	Buy	79,636 +9,980	+14%	+$979K	0.87%	40
2019 Q4	$5.44M	Sell	69,656 -3,714	-5%	-$287K	0.4%	92
2019 Q3	$4.53M	Buy	+73,370	New	+$6.22M	0.34%	92

Other funds holding EVBG

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

FAM

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

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

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

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oak Ridge Investments's EVBG Position: Q4 2021 in Review

Oak Ridge Investments sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2021, closing a stake of 56,938 shares — an estimated $8.6M sold.

Oak Ridge Investments first reported a position in EVBG in Q3 2019 and held it in 9 quarters. The position peaked at $9.85M in Q2 2020. 268 funds tracked by Wall St. Rank hold EVBG as of Q4 2021.

Oak Ridge Investments reported no remaining Everbridge, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
Oak Ridge Investments sold 56,938 Everbridge, Inc. Common Stock shares in Q4 2021, an estimated $8.6M.
Oak Ridge Investments first reported a position in Everbridge, Inc. Common Stock in Q3 2019 and held it in 9 quarters.
Oak Ridge Investments's Everbridge, Inc. Common Stock position peaked at $9.85M in Q2 2020.
268 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2021.

Based on Oak Ridge Investments's 13F filing for Q4 2021, filed 1 Feb 2022.