SRC
EVBG

Stone Run Capital’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Stone Run Capital’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
Q4 		– Sell
-14,600
Closed -$2.21M – 65
2021
Q3 		$2.21M Buy
14,600
+980
+7% +$145K 0.76% 37
2021
Q2 		$1.85M Buy
13,620
+2,675
+24% +$334K 0.65% 41
2021
Q1 		$1.33M Buy
+10,945
New +$1.54M 0.51% 40

Other funds holding EVBG

Select Equity Group
Select Equity Group New York $19.5B 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 $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stone Run Capital's EVBG Position: Q4 2021 in Review

Stone Run Capital sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2021, closing a stake of 14,600 shares — an estimated $2.21M sold.

Stone Run Capital first reported a position in EVBG in Q1 2021 and held it in 3 quarters. The position peaked at $2.21M in Q3 2021. 268 funds tracked by Wall St. Rank hold EVBG as of Q4 2021.

  • Stone Run Capital reported no remaining Everbridge, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Stone Run Capital sold 14,600 Everbridge, Inc. Common Stock shares in Q4 2021, an estimated $2.21M.
  • Stone Run Capital first reported a position in Everbridge, Inc. Common Stock in Q1 2021 and held it in 3 quarters.
  • Stone Run Capital's Everbridge, Inc. Common Stock position peaked at $2.21M in Q3 2021.
  • 268 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2021.

Based on Stone Run Capital's 13F filing for Q4 2021, filed 14 Feb 2022.