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Belpointe Asset Management’s Evolent Health EVH Stock Holding History

Belpointe Asset 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
-431
Closed -$14K – 1425
2023
Q1 		$14K Hold
431
– – ﹤0.01% 2523
2022
Q4 		$12.1K Buy
+431
New +$12.4K ﹤0.01% 2513

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Invesco
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
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Belpointe Asset Management's EVH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Evolent Health (EVH) in Q2 2023, closing a stake of 431 shares — an estimated $14K sold.

Belpointe Asset Management first reported a position in EVH in Q4 2022 and held it in 2 quarters. The position peaked at $14K in Q1 2023. 217 funds tracked by Wall St. Rank hold EVH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Evolent Health position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 431 Evolent Health shares in Q2 2023, an estimated $14K.
  • Belpointe Asset Management first reported a position in Evolent Health in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Evolent Health position peaked at $14K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Evolent Health as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.