Aperio Group’s Evolent Health EVH Stock Holding History

Aperio Group’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
2020 Q4	$280K	Buy	17,476 +669	+4%	+$8.84K	﹤0.01%	2210
2020 Q3	$209K	Buy	16,807 +1,217	+8%	+$14.3K	﹤0.01%	2208
2020 Q2	$111K	Buy	15,590 +3,364	+28%	+$22.5K	﹤0.01%	2262
2020 Q1	$66K	Buy	12,226 +693	+6%	+$6.19K	﹤0.01%	2254
2019 Q4	$104K	Sell	11,533 -739	-6%	-$6K	﹤0.01%	2260
2019 Q3	$88K	Buy	12,272 +7,183	+141%	+$51.5K	﹤0.01%	2251
2019 Q2	$40K	Buy	+5,089	New	+$60.3K	﹤0.01%	2576
2018 Q4	–	Sell	-10,688	Closed	-$304K	–	2305
2018 Q3	$304K	Buy	10,688 +644	+6%	+$15.4K	﹤0.01%	2005
2018 Q2	$211K	Buy	+10,044	New	+$190K	﹤0.01%	2145

Other funds holding EVH

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GIM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Aperio Group's EVH Position: Q4 2020 in Review

Aperio Group increased its Evolent Health (EVH) stake by 4% in Q4 2020, buying an estimated $8.84K and bringing the position to 17,476 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Aperio Group first reported a position in EVH in Q2 2018 and has held it in 9 quarters since. The position peaked at $304K in Q3 2018. 161 funds tracked by Wall St. Rank hold EVH as of Q4 2020.

Aperio Group held 17,476 shares of Evolent Health worth $280K as of Q4 2020.
Aperio Group bought 669 Evolent Health shares in Q4 2020, an estimated $8.84K.
Evolent Health made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2210 holding.
Aperio Group first reported a position in Evolent Health in Q2 2018 and has held it in 9 quarters since.
Aperio Group's Evolent Health position peaked at $304K in Q3 2018.
161 funds tracked by Wall St. Rank held Evolent Health as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.