Capital Research Global Investors
EVH icon

Capital Research Global Investors’s Evolent Health EVH Stock Holding History

Capital Research Global Investors’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
2019
Q2 		– Sell
-4,957,412
Closed -$62.4M – 411
2019
Q1 		$62.4M Sell
4,957,412
-2,684,725
-35% -$42.5M 0.02% 304
2018
Q4 		$152M Sell
7,642,137
-58
-0% -$1.34K 0.05% 224
2018
Q3 		$217M Buy
7,642,195
+288,195
+4% +$6.87M 0.06% 225
2018
Q2 		$155M Sell
7,354,000
-1,564,515
-18% -$29.6M 0.04% 262
2018
Q1 		$127M Buy
8,918,515
+1,029,515
+13% +$14.7M 0.04% 273
2017
Q4 		$97M Buy
+7,889,000
New +$111M 0.03% 282
2015
Q3 		– Sell
-350,000
Closed -$6.83M – 444
2015
Q2 		$6.83M Buy
+350,000
New +$6.52M ﹤0.01% 420

Other funds holding EVH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Capital Research Global Investors's EVH Position: Q2 2019 in Review

Capital Research Global Investors sold out of Evolent Health (EVH) in Q2 2019, closing a stake of 4,957,412 shares — an estimated $62.4M sold.

Capital Research Global Investors first reported a position in EVH in Q2 2015 and held it in 7 quarters. The position peaked at $217M in Q3 2018. 183 funds tracked by Wall St. Rank hold EVH as of Q2 2019.

  • Capital Research Global Investors reported no remaining Evolent Health position as of Q2 2019 after selling out during the quarter.
  • Capital Research Global Investors sold 4,957,412 Evolent Health shares in Q2 2019, an estimated $62.4M.
  • Capital Research Global Investors first reported a position in Evolent Health in Q2 2015 and held it in 7 quarters.
  • Capital Research Global Investors's Evolent Health position peaked at $217M in Q3 2018.
  • 183 funds tracked by Wall St. Rank held Evolent Health as of Q2 2019.

Based on Capital Research Global Investors's 13F filing for Q2 2019, filed 14 Aug 2019.