tru Independence’s Everbridge, Inc. Common Stock EVBG Stock Holding History

tru Independence’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 Q2	–	Sell	-6,175	Closed	-$748K	–	412
2021 Q1	$748K	Sell	6,175 -285	-4%	-$40.1K	0.14%	145
2020 Q4	$963	Buy	6,460 +816	+14%	+$104K	﹤0.01%	339
2020 Q3	$710K	Sell	5,644 -558	-9%	-$75.7K	0.2%	98
2020 Q2	$858	Buy	+6,202	New	+$806K	0.12%	123

Other funds holding EVBG

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

tru Independence's EVBG Position: Q2 2021 in Review

tru Independence sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2021, closing a stake of 6,175 shares — an estimated $748K sold.

tru Independence first reported a position in EVBG in Q2 2020 and held it in 4 quarters. The position peaked at $748K in Q1 2021. 286 funds tracked by Wall St. Rank hold EVBG as of Q2 2021.

tru Independence reported no remaining Everbridge, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
tru Independence sold 6,175 Everbridge, Inc. Common Stock shares in Q2 2021, an estimated $748K.
tru Independence first reported a position in Everbridge, Inc. Common Stock in Q2 2020 and held it in 4 quarters.
tru Independence's Everbridge, Inc. Common Stock position peaked at $748K in Q1 2021.
286 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.