BC
EVH icon

Brookfield Corp’s Evolent Health EVH Stock Holding History

Brookfield Corp’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
Q3 		– Sell
-37,817
Closed -$1.15M – 251
2023
Q2 		$1.15M Sell
37,817
-23,698
-39% -$766K ﹤0.01% 457
2023
Q1 		$2M Sell
61,515
-81,304
-57% -$2.57M 0.01% 420
2022
Q4 		$4.01M Buy
142,819
+62,340
+77% +$1.79M 0.02% 293
2022
Q3 		$2.89M Sell
80,479
-27,128
-25% -$956K 0.01% 382
2022
Q2 		$3.31M Buy
107,607
+67,231
+167% +$1.96M 0.01% 323
2022
Q1 		$1.3M Buy
+40,376
New +$1.06M ﹤0.01% 461
2020
Q4 		– Sell
-32,128
Closed -$399K – 472
2020
Q3 		$399K Buy
+32,128
New +$378K ﹤0.01% 357

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
O
OrbiMed New York $4.59B AUM 125.28% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return