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Cutler Group’s Evolent Health EVH Stock Holding History

Cutler Group’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
-782
Closed -$21K – 4044
2022
Q4 		$21K Buy
782
+453
+138% +$13K ﹤0.01% 2180
2022
Q3 		$11K Sell
329
-2,500
-88% -$88.1K ﹤0.01% 3063
2022
Q2 		$86K Sell
2,829
-11,000
-80% -$321K 0.01% 1536
2022
Q1 		$446K Buy
13,829
+13,772
+24,161% +$361K 0.02% 730
2021
Q4 		$1K Hold
57
– – ﹤0.01% 4980
2021
Q3 		$1K Hold
57
– – ﹤0.01% 5287
2021
Q2 		$1K Buy
+57
New +$1.14K ﹤0.01% 5270
2021
Q1 		– Sell
-39
Closed -$742 – 5804
2020
Q4 		$0 Hold
39
– – ﹤0.01% 4985
2020
Q3 		$0 Buy
+39
New +$459 ﹤0.01% 4819
2020
Q1 		– Sell
-538
Closed -$4.81K – 4174
2019
Q4 		$4K Buy
+538
New +$4.37K ﹤0.01% 3134
2019
Q3 		– Sell
-2,719
Closed -$19.5K – 4225
2019
Q2 		$21K Sell
2,719
-4,800
-64% -$56.8K ﹤0.01% 2162
2019
Q1 		$94K Buy
+7,519
New +$119K 0.01% 1034
2018
Q4 		– Sell
-870
Closed -$20.1K – 4112
2018
Q3 		$24K Sell
870
-2,106
-71% -$50.2K ﹤0.01% 2118
2018
Q2 		$62K Buy
+2,976
New +$56.3K ﹤0.01% 1469
2017
Q4 		– Sell
-1,276
Closed -$18K – 5151
2017
Q3 		$22K Sell
1,276
-524
-29% -$10.8K ﹤0.01% 3037
2017
Q2 		$45K Sell
1,800
-1,209
-40% -$29.1K ﹤0.01% 2591
2017
Q1 		$67K Buy
+3,009
New +$57.8K ﹤0.01% 2102
2016
Q4 		– Sell
-17,242
Closed -$340K – 6714
2016
Q3 		$424K Buy
17,242
+16,942
+5,647% +$396K 0.02% 690
2016
Q2 		$5K Sell
300
-891
-75% -$12.2K ﹤0.01% 4907
2016
Q1 		$12K Buy
+1,191
New +$12.3K ﹤0.01% 3835

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

Cutler Group's EVH Position: Q1 2023 in Review

Cutler Group sold out of Evolent Health (EVH) in Q1 2023, closing a stake of 782 shares — an estimated $21K sold.

Cutler Group first reported a position in EVH in Q1 2016 and held it in 20 quarters. The position peaked at $446K in Q1 2022. 240 funds tracked by Wall St. Rank hold EVH as of Q1 2023.

  • Cutler Group reported no remaining Evolent Health position as of Q1 2023 after selling out during the quarter.
  • Cutler Group sold 782 Evolent Health shares in Q1 2023, an estimated $21K.
  • Cutler Group first reported a position in Evolent Health in Q1 2016 and held it in 20 quarters.
  • Cutler Group's Evolent Health position peaked at $446K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.