CFM Wealth Partners’s Evolent Health EVH Stock Holding History

CFM Wealth Partners’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 Q1	–	Sell	-3,795	Closed	-$42K	–	549
2019 Q4	$42K	Buy	+3,795	New	+$30.8K	0.02%	293

Other funds holding EVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

CFM Wealth Partners's EVH Position: Q1 2020 in Review

CFM Wealth Partners sold out of Evolent Health (EVH) in Q1 2020, closing a stake of 3,795 shares — an estimated $42K sold.

CFM Wealth Partners first reported a position in EVH in Q4 2019 and held it in 1 quarter. The position peaked at $42K in Q4 2019. 154 funds tracked by Wall St. Rank hold EVH as of Q1 2020.

CFM Wealth Partners reported no remaining Evolent Health position as of Q1 2020 after selling out during the quarter.
CFM Wealth Partners sold 3,795 Evolent Health shares in Q1 2020, an estimated $42K.
CFM Wealth Partners first reported a position in Evolent Health in Q4 2019 and held it in 1 quarter.
CFM Wealth Partners's Evolent Health position peaked at $42K in Q4 2019.
154 funds tracked by Wall St. Rank held Evolent Health as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.