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C.M. Bidwell & Associates’s Evolent Health EVH Stock Holding History

C.M. Bidwell & Associates’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
-925
Closed -$26K – 528
2022
Q4 		$26K Hold
925
– – 0.02% 328
2022
Q3 		$33K Buy
+925
New +$32.6K 0.03% 299

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

C.M. Bidwell & Associates's EVH Position: Q1 2023 in Review

C.M. Bidwell & Associates sold out of Evolent Health (EVH) in Q1 2023, closing a stake of 925 shares — an estimated $26K sold.

C.M. Bidwell & Associates first reported a position in EVH in Q3 2022 and held it in 2 quarters. The position peaked at $33K in Q3 2022. 240 funds tracked by Wall St. Rank hold EVH as of Q1 2023.

  • C.M. Bidwell & Associates reported no remaining Evolent Health position as of Q1 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 925 Evolent Health shares in Q1 2023, an estimated $26K.
  • C.M. Bidwell & Associates first reported a position in Evolent Health in Q3 2022 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Evolent Health position peaked at $33K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q1 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2023, filed 12 May 2023.