SSG
EVBG

Summit Securities Group’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Summit Securities Group’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
2022
Q4 		– Sell
-500
Closed -$15K – 1446
2022
Q3 		$15K Buy
+500
New +$16.4K ﹤0.01% 762

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KHCM
Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's EVBG Position: Q4 2022 in Review

Summit Securities Group sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2022, closing a stake of 500 shares — an estimated $15K sold.

Summit Securities Group first reported a position in EVBG in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 218 funds tracked by Wall St. Rank hold EVBG as of Q4 2022.

  • Summit Securities Group reported no remaining Everbridge, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 500 Everbridge, Inc. Common Stock shares in Q4 2022, an estimated $15K.
  • Summit Securities Group first reported a position in Everbridge, Inc. Common Stock in Q3 2022 and held it in 1 quarter.
  • Summit Securities Group's Everbridge, Inc. Common Stock position peaked at $15K in Q3 2022.
  • 218 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.