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Axiom Investors’s Evolent Health EVH Stock Holding History

Axiom Investors’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
2024
Q2 		– Sell
-137,425
Closed -$4.51M – 132
2024
Q1 		$4.51M Sell
137,425
-5,120
-4% -$163K 0.04% 110
2023
Q4 		$4.71M Buy
142,545
+97,785
+218% +$2.77M 0.05% 111
2023
Q3 		$1.22M Sell
44,760
-13,175
-23% -$366K 0.02% 113
2023
Q2 		$1.76M Sell
57,935
-135,150
-70% -$4.37M 0.03% 109
2023
Q1 		$6.27M Buy
193,085
+2,755
+1% +$87.1K 0.1% 71
2022
Q4 		$5.34M Sell
190,330
-11,520
-6% -$330K 0.11% 80
2022
Q3 		$7.25M Buy
+201,850
New +$7.11M 0.15% 74

Other funds holding EVH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Axiom Investors's EVH Position: Q2 2024 in Review

Axiom Investors sold out of Evolent Health (EVH) in Q2 2024, closing a stake of 137,425 shares — an estimated $4.51M sold.

Axiom Investors first reported a position in EVH in Q3 2022 and held it in 7 quarters. The position peaked at $7.25M in Q3 2022. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • Axiom Investors reported no remaining Evolent Health position as of Q2 2024 after selling out during the quarter.
  • Axiom Investors sold 137,425 Evolent Health shares in Q2 2024, an estimated $4.51M.
  • Axiom Investors first reported a position in Evolent Health in Q3 2022 and held it in 7 quarters.
  • Axiom Investors's Evolent Health position peaked at $7.25M in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on Axiom Investors's 13F filing for Q2 2024, filed 13 Aug 2024.