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BOK Financial’s Evolent Health EVH Stock Holding History

BOK Financial’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
Q1 		– Sell
-9,917
Closed -$278K – 1185
2022
Q4 		$278K Hold
9,917
– – 0.01% 776
2022
Q3 		$356K Sell
9,917
-66
-0.7% -$2.33K 0.01% 724
2022
Q2 		$306K Sell
9,983
-450
-4% -$13.1K 0.01% 772
2022
Q1 		$337K Sell
10,433
-188
-2% -$4.92K 0.01% 814
2021
Q4 		$294K Sell
10,621
-55
-0.5% -$1.58K ﹤0.01% 833
2021
Q3 		$331K Buy
+10,676
New +$256K 0.01% 792
2021
Q1 		$230K Buy
11,379
+555
+5% +$10.6K ﹤0.01% 845
2020
Q4 		$173K Buy
+10,824
New +$143K ﹤0.01% 881

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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BOK Financial's EVH Position: Q1 2023 in Review

BOK Financial sold out of Evolent Health (EVH) in Q1 2023, closing a stake of 9,917 shares — an estimated $278K sold.

BOK Financial first reported a position in EVH in Q4 2020 and held it in 8 quarters. The position peaked at $356K in Q3 2022. 240 funds tracked by Wall St. Rank hold EVH as of Q1 2023.

  • BOK Financial reported no remaining Evolent Health position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 9,917 Evolent Health shares in Q1 2023, an estimated $278K.
  • BOK Financial first reported a position in Evolent Health in Q4 2020 and held it in 8 quarters.
  • BOK Financial's Evolent Health position peaked at $356K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.