Stifel Financial
EVBG

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

Stifel 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
2024
Q1 		– Sell
-19,269
Closed -$468K – 3448
2023
Q4 		$468K Buy
+19,269
New +$415K ﹤0.01% 2603
2022
Q1 		– Sell
-4,387
Closed -$295K – 3525
2021
Q4 		$295K Sell
4,387
-2,640
-38% -$319K ﹤0.01% 2924
2021
Q3 		$1.06M Sell
7,027
-182
-3% -$26.9K ﹤0.01% 2056
2021
Q2 		$981K Buy
7,209
+1,796
+33% +$225K ﹤0.01% 2114
2021
Q1 		$656K Sell
5,413
-3,295
-38% -$463K ﹤0.01% 2306
2020
Q4 		$1.3M Sell
8,708
-6,967
-44% -$891K ﹤0.01% 1663
2020
Q3 		$1.97M Buy
15,675
+8,813
+128% +$1.2M ﹤0.01% 1225
2020
Q2 		$949K Buy
6,862
+202
+3% +$26.2K ﹤0.01% 1594
2020
Q1 		$711K Sell
6,660
-266
-4% -$26.1K ﹤0.01% 1633
2019
Q4 		$546K Buy
+6,926
New +$535K ﹤0.01% 2196
2018
Q3 		– Sell
-10,843
Closed -$515K – 2840
2018
Q2 		$515K Sell
10,843
-55
-0.5% -$2.34K ﹤0.01% 2015
2018
Q1 		$400K Sell
10,898
-762
-7% -$25.5K ﹤0.01% 2092
2017
Q4 		$347K Buy
+11,660
New +$318K ﹤0.01% 2121

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Stifel Financial's EVBG Position: Q1 2024 in Review

Stifel Financial sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2024, closing a stake of 19,269 shares — an estimated $468K sold.

Stifel Financial first reported a position in EVBG in Q4 2017 and held it in 13 quarters. The position peaked at $1.97M in Q3 2020. 179 funds tracked by Wall St. Rank hold EVBG as of Q1 2024.

  • Stifel Financial reported no remaining Everbridge, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 19,269 Everbridge, Inc. Common Stock shares in Q1 2024, an estimated $468K.
  • Stifel Financial first reported a position in Everbridge, Inc. Common Stock in Q4 2017 and held it in 13 quarters.
  • Stifel Financial's Everbridge, Inc. Common Stock position peaked at $1.97M in Q3 2020.
  • 179 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.