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Brophy Wealth Management’s Evolent Health EVH Stock Holding History

Brophy Wealth 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
2024
Q3 		$405K Buy
+14,310
New +$369K 0.14% 152

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 $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Brophy Wealth Management's EVH Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Evolent Health (EVH) in Q3 2024: 14,310 shares worth $405K. The stake represents 0.14% of the portfolio and ranks #152 among its holdings.

262 funds tracked by Wall St. Rank hold EVH as of Q3 2024.

  • Brophy Wealth Management held 14,310 shares of Evolent Health worth $405K as of Q3 2024.
  • Evolent Health was a new Brophy Wealth Management position in Q3 2024.
  • Evolent Health made up 0.14% of Brophy Wealth Management's portfolio in Q3 2024, its #152 holding.
  • 262 funds tracked by Wall St. Rank held Evolent Health as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.