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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
-400
Closed -$4K – 4045
2022
Q4 		$4K Sell
400
-2,000
-83% -$57.3K ﹤0.01% 3290
2022
Q3 		$1K Hold
2,400
– – ﹤0.01% 4510
2022
Q2 		$5K Hold
2,400
– – ﹤0.01% 3691
2022
Q1 		$5K Buy
+2,400
New +$62.8K ﹤0.01% 4110
2021
Q3 		– Sell
-300
Closed -$1K – 5869
2021
Q2 		$1K Buy
+300
New +$6.01K ﹤0.01% 5271
2019
Q4 		– Sell
-6,100
Closed -$18K – 4137
2019
Q3 		$18K Buy
6,100
+500
+9% +$3.59K ﹤0.01% 2245
2019
Q2 		$15K Buy
+5,600
New +$66.3K ﹤0.01% 2401
2018
Q2 		– Sell
-8,000
Closed -$10K – 4371
2018
Q1 		$10K Buy
8,000
+7,000
+700% +$100K ﹤0.01% 2785
2017
Q4 		$3K Sell
1,000
-7,100
-88% -$100K ﹤0.01% 3942
2017
Q3 		$26K Sell
8,100
-1,800
-18% -$37.1K ﹤0.01% 2868
2017
Q2 		$17K Buy
9,900
+4,800
+94% +$115K ﹤0.01% 3576
2017
Q1 		$3K Buy
5,100
+100
+2% +$1.92K ﹤0.01% 5110
2016
Q4 		$20K Sell
5,000
-20,000
-80% -$394K ﹤0.01% 3464
2016
Q3 		$10K Buy
+25,000
New +$584K ﹤0.01% 4198

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.