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Carolinas Wealth Consulting’s Evolent Health EVH Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-88
Closed -$1K – 909
2020
Q3 		$1K Buy
+88
New +$1.03K ﹤0.01% 820

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Carolinas Wealth Consulting's EVH Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Evolent Health (EVH) in Q4 2020, closing a stake of 88 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in EVH in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 161 funds tracked by Wall St. Rank hold EVH as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Evolent Health position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 88 Evolent Health shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Evolent Health in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Evolent Health position peaked at $1K in Q3 2020.
  • 161 funds tracked by Wall St. Rank held Evolent Health as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.