Principal Financial Group
EVBG

Principal Financial Group’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Principal Financial Group’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
-30,996
Closed -$1.08M – 2499
2024
Q1 		$1.08M Buy
30,996
+6,820
+28% +$192K ﹤0.01% 1856
2023
Q4 		$588K Buy
24,176
+5,658
+31% +$122K ﹤0.01% 1927
2023
Q3 		$415K Buy
18,518
+4,526
+32% +$117K ﹤0.01% 1991
2023
Q2 		$376K Sell
13,992
-12,468
-47% -$336K ﹤0.01% 2019
2023
Q1 		$917K Buy
26,460
+11,428
+76% +$365K ﹤0.01% 1866
2022
Q4 		$445K Buy
+15,032
New +$461K ﹤0.01% 2008
2022
Q1 		– Sell
-4,067
Closed -$274K – 2609
2021
Q4 		$274K Sell
4,067
-88,950
-96% -$10.8M ﹤0.01% 2272
2021
Q3 		$14.1M Buy
93,017
+88,958
+2,192% +$13.2M 0.01% 1208
2021
Q2 		$552K Buy
4,059
+169
+4% +$21.1K ﹤0.01% 2194
2021
Q1 		$471K Sell
3,890
-330
-8% -$46.4K ﹤0.01% 2168
2020
Q4 		$629K Sell
4,220
-124
-3% -$15.9K ﹤0.01% 2052
2020
Q3 		$546K Sell
4,344
-756
-15% -$103K ﹤0.01% 2006
2020
Q2 		$706K Buy
5,100
+1,897
+59% +$247K ﹤0.01% 1894
2020
Q1 		$341K Sell
3,203
-61
-2% -$5.99K ﹤0.01% 1939
2019
Q4 		$255K Sell
3,264
-2,565
-44% -$198K ﹤0.01% 2086
2019
Q3 		$360K Buy
5,829
+2,724
+88% +$231K ﹤0.01% 2017
2019
Q2 		$278K Sell
3,105
-1,566
-34% -$124K ﹤0.01% 2080
2019
Q1 		$350K Buy
+4,671
New +$305K ﹤0.01% 2003
2018
Q4 		– Sell
-3,794
Closed -$219K – 2324
2018
Q3 		$219K Buy
+3,794
New +$205K ﹤0.01% 2150

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
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 $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's EVBG Position: Q2 2024 in Review

Principal Financial Group sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2024, closing a stake of 30,996 shares — an estimated $1.08M sold.

Principal Financial Group first reported a position in EVBG in Q3 2018 and held it in 19 quarters. The position peaked at $14.1M in Q3 2021. 154 funds tracked by Wall St. Rank hold EVBG as of Q2 2024.

  • Principal Financial Group reported no remaining Everbridge, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 30,996 Everbridge, Inc. Common Stock shares in Q2 2024, an estimated $1.08M.
  • Principal Financial Group first reported a position in Everbridge, Inc. Common Stock in Q3 2018 and held it in 19 quarters.
  • Principal Financial Group's Everbridge, Inc. Common Stock position peaked at $14.1M in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.