SF
EVBG

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

Safeguard Financial’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
Q3 		– Sell
-4,000
Closed -$107K – 587
2023
Q2 		$107K Sell
4,000
-17,000
-81% -$458K 0.05% 96
2023
Q1 		$728K Sell
21,000
-4,000
-16% -$128K 0.44% 37
2022
Q4 		$740K Hold
25,000
– – 0.53% 31
2022
Q3 		$772K Buy
+25,000
New +$820K 0.71% 24

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Safeguard Financial's EVBG Position: Q3 2023 in Review

Safeguard Financial sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2023, closing a stake of 4,000 shares — an estimated $107K sold.

Safeguard Financial first reported a position in EVBG in Q3 2022 and held it in 4 quarters. The position peaked at $772K in Q3 2022. 176 funds tracked by Wall St. Rank hold EVBG as of Q3 2023.

  • Safeguard Financial reported no remaining Everbridge, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 4,000 Everbridge, Inc. Common Stock shares in Q3 2023, an estimated $107K.
  • Safeguard Financial first reported a position in Everbridge, Inc. Common Stock in Q3 2022 and held it in 4 quarters.
  • Safeguard Financial's Everbridge, Inc. Common Stock position peaked at $772K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.