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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
2022
Q1 		– Sell
-200
Closed -$1K – 5514
2021
Q4 		$1K Sell
200
-600
-75% -$17.2K ﹤0.01% 4979
2021
Q3 		$3K Buy
+800
New +$19.2K ﹤0.01% 4790
2020
Q1 		– Sell
-1,900
Closed -$3K – 4173
2019
Q4 		$3K Sell
1,900
-19,700
-91% -$160K ﹤0.01% 3262
2019
Q3 		$5K Buy
+21,600
New +$155K ﹤0.01% 3013
2018
Q4 		– Sell
-800
Closed -$3K – 4111
2018
Q3 		$3K Sell
800
-7,300
-90% -$174K ﹤0.01% 3306
2018
Q2 		$95K Buy
8,100
+300
+4% +$5.68K 0.01% 1177
2018
Q1 		$10K Buy
7,800
+3,800
+95% +$54.4K ﹤0.01% 2784
2017
Q4 		$2K Buy
4,000
+400
+11% +$5.64K ﹤0.01% 4130
2017
Q3 		$1K Sell
3,600
-19,000
-84% -$391K ﹤0.01% 5400
2017
Q2 		$55K Buy
22,600
+2,200
+11% +$52.9K ﹤0.01% 2396
2017
Q1 		$48K Buy
+20,400
New +$392K ﹤0.01% 2446
2016
Q4 		– Sell
-1,500
Closed -$4K – 6713
2016
Q3 		$4K Buy
+1,500
New +$35.1K ﹤0.01% 5127

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.