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AtonRa Partners’s Evolent Health EVH Stock Holding History

AtonRa Partners’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 		$505K Sell
15,301
-1,404
-8% -$39.7K 1.01% 35
2023
Q3 		$455K Sell
16,705
-419
-2% -$11.6K 0.95% 36
2023
Q2 		$519K Buy
+17,124
New +$554K 0.8% 51

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

AtonRa Partners's EVH Position: Q4 2023 in Review

AtonRa Partners reduced its Evolent Health (EVH) stake by 8.4% in Q4 2023, selling an estimated $39.7K and leaving 15,301 shares worth $505K. The position accounts for 1.01% of the portfolio, ranked #35.

AtonRa Partners first reported a position in EVH in Q2 2023 and has held it in 3 quarters since. The position peaked at $519K in Q2 2023. 234 funds tracked by Wall St. Rank hold EVH as of Q4 2023.

  • AtonRa Partners held 15,301 shares of Evolent Health worth $505K as of Q4 2023.
  • AtonRa Partners sold 1,404 Evolent Health shares in Q4 2023, an estimated $39.7K.
  • Evolent Health made up 1.01% of AtonRa Partners's portfolio in Q4 2023, its #35 holding.
  • AtonRa Partners first reported a position in Evolent Health in Q2 2023 and has held it in 3 quarters since.
  • AtonRa Partners's Evolent Health position peaked at $519K in Q2 2023.
  • 234 funds tracked by Wall St. Rank held Evolent Health as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.