SFS
EVBG

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

Sowell Financial Services’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
Q2 		– Sell
-468
Closed -$53K – 2905
2021
Q1 		$53K Sell
468
-214
-31% -$30.1K ﹤0.01% 1637
2020
Q4 		$102K Buy
682
+9
+1% +$1.15K ﹤0.01% 1147
2020
Q3 		$85K Buy
673
+172
+34% +$23.3K ﹤0.01% 1034
2020
Q2 		$69K Buy
501
+41
+9% +$5.33K ﹤0.01% 1084
2020
Q1 		$49K Buy
460
+92
+25% +$9.03K ﹤0.01% 1074
2019
Q4 		$29K Sell
368
-4
-1% -$309 ﹤0.01% 1317
2019
Q3 		$23K Buy
+372
New +$31.5K ﹤0.01% 1238

Other funds holding EVBG

Select Equity Group
Select Equity Group New York $18.8B 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 $5.7T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return