Steph & Co’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Steph & Co’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 Q4	–	Sell	-4,245	Closed	-$95.2K	–	299
2023 Q3	$95.2K	Buy	4,245 +1,384	+48%	+$35.7K	0.05%	151
2023 Q2	$77K	Sell	2,861 -1,088	-28%	-$29.3K	0.04%	152
2023 Q1	$137K	Hold	3,949	–	–	0.08%	123
2022 Q4	$117K	Sell	3,949 -5	-0.1%	-$153	0.07%	133
2022 Q3	$122K	Buy	+3,954	New	+$130K	0.09%	119

Other funds holding EVBG

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

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Steph & Co's EVBG Position: Q4 2023 in Review

Steph & Co sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2023, closing a stake of 4,245 shares — an estimated $95.2K sold.

Steph & Co first reported a position in EVBG in Q3 2022 and held it in 5 quarters. The position peaked at $137K in Q1 2023. 176 funds tracked by Wall St. Rank hold EVBG as of Q4 2023.

Steph & Co reported no remaining Everbridge, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Steph & Co sold 4,245 Everbridge, Inc. Common Stock shares in Q4 2023, an estimated $95.2K.
Steph & Co first reported a position in Everbridge, Inc. Common Stock in Q3 2022 and held it in 5 quarters.
Steph & Co's Everbridge, Inc. Common Stock position peaked at $137K in Q1 2023.
176 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.