AE Wealth Management’s Evolent Health EVH Stock Holding History

AE Wealth Management’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 Q2	–	Sell	-17,751	Closed	-$576K	–	1945
2023 Q1	$576K	Buy	+17,751	New	+$561K	﹤0.01%	1278
2022 Q1	–	Sell	-26,701	Closed	-$739K	–	1717
2021 Q4	$739K	Buy	+26,701	New	+$766K	0.01%	1079
2020 Q4	–	Sell	-49,127	Closed	-$610K	–	1375
2020 Q3	$610K	Buy	+49,127	New	+$578K	0.01%	809

Other funds holding EVH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

AE Wealth Management's EVH Position: Q2 2023 in Review

AE Wealth Management sold out of Evolent Health (EVH) in Q2 2023, closing a stake of 17,751 shares — an estimated $576K sold.

AE Wealth Management first reported a position in EVH in Q3 2020 and held it in 3 quarters. The position peaked at $739K in Q4 2021. 217 funds tracked by Wall St. Rank hold EVH as of Q2 2023.

AE Wealth Management reported no remaining Evolent Health position as of Q2 2023 after selling out during the quarter.
AE Wealth Management sold 17,751 Evolent Health shares in Q2 2023, an estimated $576K.
AE Wealth Management first reported a position in Evolent Health in Q3 2020 and held it in 3 quarters.
AE Wealth Management's Evolent Health position peaked at $739K in Q4 2021.
217 funds tracked by Wall St. Rank held Evolent Health as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.