E. Ohman J:or Asset Management’s Evolent Health EVH Stock Holding History

E. Ohman J:or Asset Management’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
2019 Q2	–	Sell	-59,404	Closed	-$747K	–	382
2019 Q1	$747K	Sell	59,404 -79,490	-57%	-$1.26M	0.05%	188
2018 Q4	$2.77M	Sell	138,894 -159,616	-53%	-$3.69M	0.2%	76
2018 Q3	$8.48M	Hold	298,510	–	–	0.55%	47
2018 Q2	$6.28M	Sell	298,510 -41,490	-12%	-$785K	0.45%	54
2018 Q1	$4.84M	Buy	+340,000	New	+$4.87M	0.39%	53

Other funds holding EVH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

EAM

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

E. Ohman J:or Asset Management's EVH Position: Q2 2019 in Review

E. Ohman J:or Asset Management sold out of Evolent Health (EVH) in Q2 2019, closing a stake of 59,404 shares — an estimated $747K sold.

E. Ohman J:or Asset Management first reported a position in EVH in Q1 2018 and held it in 5 quarters. The position peaked at $8.48M in Q3 2018. 183 funds tracked by Wall St. Rank hold EVH as of Q2 2019.

E. Ohman J:or Asset Management reported no remaining Evolent Health position as of Q2 2019 after selling out during the quarter.
E. Ohman J:or Asset Management sold 59,404 Evolent Health shares in Q2 2019, an estimated $747K.
E. Ohman J:or Asset Management first reported a position in Evolent Health in Q1 2018 and held it in 5 quarters.
E. Ohman J:or Asset Management's Evolent Health position peaked at $8.48M in Q3 2018.
183 funds tracked by Wall St. Rank held Evolent Health as of Q2 2019.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2019, filed 5 Apr 2024.