Bank of Montreal
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Bank of Montreal’s Evolent Health EVH Stock Holding History

Bank of Montreal’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
2018
Q2 		– Sell
-4,000
Closed -$57K – 4754
2018
Q1 		$57K Buy
+4,000
New +$57.3K ﹤0.01% 3184

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 $6.73T AUM 46.02% 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

Bank of Montreal's EVH Position: Q2 2024 in Review

Bank of Montreal sold out of Evolent Health (EVH) in Q2 2024, closing a stake of 10,173 shares — an estimated $337K sold.

Bank of Montreal first reported a position in EVH in Q2 2015 and held it in 26 quarters. The position peaked at $2.85M in Q3 2018. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • Bank of Montreal reported no remaining Evolent Health position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 10,173 Evolent Health shares in Q2 2024, an estimated $337K.
  • Bank of Montreal first reported a position in Evolent Health in Q2 2015 and held it in 26 quarters.
  • Bank of Montreal's Evolent Health position peaked at $2.85M in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.