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Advisornet Financial’s Evolent Health EVH Stock Holding History

Advisornet Financial’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8
Closed -$218 – 2448
2023
Q3 		$218 Buy
8
+2
+33% +$56 ﹤0.01% 2124
2023
Q2 		$182 Buy
6
+1
+20% +$32 ﹤0.01% 2228
2023
Q1 		$162 Hold
5
– – ﹤0.01% 2281
2022
Q4 		$140 Buy
+5
New +$143 ﹤0.01% 2250

Other funds holding EVH

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Advisornet Financial's EVH Position: Q4 2023 in Review

Advisornet Financial sold out of Evolent Health (EVH) in Q4 2023, closing a stake of 8 shares — an estimated $218 sold.

Advisornet Financial first reported a position in EVH in Q4 2022 and held it in 4 quarters. The position peaked at $218 in Q3 2023. 234 funds tracked by Wall St. Rank hold EVH as of Q4 2023.

  • Advisornet Financial reported no remaining Evolent Health position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 8 Evolent Health shares in Q4 2023, an estimated $218.
  • Advisornet Financial first reported a position in Evolent Health in Q4 2022 and held it in 4 quarters.
  • Advisornet Financial's Evolent Health position peaked at $218 in Q3 2023.
  • 234 funds tracked by Wall St. Rank held Evolent Health as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.