Whitegate Investment Counselors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Whitegate Investment Counselors’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	-1,900	Closed	-$287K	–	217
2021 Q3	$287K	Hold	1,900	–	–	0.04%	194
2021 Q2	$259K	Hold	1,900	–	–	0.04%	197
2021 Q1	$230K	Sell	1,900 -100	-5%	-$14.1K	0.04%	200
2020 Q4	$298K	Hold	2,000	–	–	0.05%	174
2020 Q3	$251K	Hold	2,000	–	–	0.05%	178
2020 Q2	$277K	Hold	2,000	–	–	0.06%	168
2020 Q1	$213K	Buy	+2,000	New	+$196K	0.05%	164

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SCH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whitegate Investment Counselors's EVBG Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2021, closing a stake of 1,900 shares — an estimated $287K sold.

Whitegate Investment Counselors first reported a position in EVBG in Q1 2020 and held it in 7 quarters. The position peaked at $298K in Q4 2020. 268 funds tracked by Wall St. Rank hold EVBG as of Q4 2021.

Whitegate Investment Counselors reported no remaining Everbridge, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 1,900 Everbridge, Inc. Common Stock shares in Q4 2021, an estimated $287K.
Whitegate Investment Counselors first reported a position in Everbridge, Inc. Common Stock in Q1 2020 and held it in 7 quarters.
Whitegate Investment Counselors's Everbridge, Inc. Common Stock position peaked at $298K in Q4 2020.
268 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.