OSAM
EVBG

O'Shaughnessy Asset Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

O'Shaughnessy 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
2021
Q4 		– Sell
-78
Closed -$12K – 2618
2021
Q3 		$12K Buy
78
+8
+11% +$1.18K ﹤0.01% 2116
2021
Q2 		$10K Buy
70
+65
+1,300% +$8.13K ﹤0.01% 2002
2021
Q1 		$1K Buy
+5
New +$703 ﹤0.01% 2305

Other funds holding EVBG

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

O'Shaughnessy Asset Management's EVBG Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2021, closing a stake of 78 shares — an estimated $12K sold.

O'Shaughnessy Asset Management first reported a position in EVBG in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 268 funds tracked by Wall St. Rank hold EVBG as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Everbridge, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 78 Everbridge, Inc. Common Stock shares in Q4 2021, an estimated $12K.
  • O'Shaughnessy Asset Management first reported a position in Everbridge, Inc. Common Stock in Q1 2021 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's Everbridge, Inc. Common Stock position peaked at $12K in Q3 2021.
  • 268 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.