SLF
EVBG

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

Sun Life 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
2019
Q4 		– Sell
-685
Closed -$42K – 594
2019
Q3 		$42K Buy
685
+4
+0.6% +$339 0.01% 310
2019
Q2 		$61K Buy
+681
New +$53.8K 0.02% 277

Other funds holding EVBG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sun Life Financial's EVBG Position: Q4 2019 in Review

Sun Life Financial sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2019, closing a stake of 685 shares — an estimated $42K sold.

Sun Life Financial first reported a position in EVBG in Q2 2019 and held it in 2 quarters. The position peaked at $61K in Q2 2019. 244 funds tracked by Wall St. Rank hold EVBG as of Q4 2019.

  • Sun Life Financial reported no remaining Everbridge, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 685 Everbridge, Inc. Common Stock shares in Q4 2019, an estimated $42K.
  • Sun Life Financial first reported a position in Everbridge, Inc. Common Stock in Q2 2019 and held it in 2 quarters.
  • Sun Life Financial's Everbridge, Inc. Common Stock position peaked at $61K in Q2 2019.
  • 244 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.