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Berman Capital Advisors’s Evolent Health EVH Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Buy
+62
New +$1.49K ﹤0.01% 1853

Other funds holding EVH

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Berman Capital Advisors's EVH Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Evolent Health (EVH) in Q3 2021: 62 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1853 among its holdings.

209 funds tracked by Wall St. Rank hold EVH as of Q3 2021.

  • Berman Capital Advisors held 62 shares of Evolent Health worth $1K as of Q3 2021.
  • Evolent Health was a new Berman Capital Advisors position in Q3 2021.
  • Evolent Health made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1853 holding.
  • 209 funds tracked by Wall St. Rank held Evolent Health as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.