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ETrade Capital Management’s Evolent Health EVH Stock Holding History

ETrade Capital 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
2020
Q3 		$356K Buy
+28,630
New +$337K 0.01% 666
2019
Q3 		– Sell
-10,040
Closed -$80K – 804
2019
Q2 		$80K Buy
+10,040
New +$119K ﹤0.01% 782

Other funds holding EVH

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

ETrade Capital Management's EVH Position: Q3 2020 in Review

ETrade Capital Management opened a new position in Evolent Health (EVH) in Q3 2020: 28,630 shares worth $356K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: ETrade Capital Management previously reported a position in EVH as recently as Q2 2019.

ETrade Capital Management first reported a position in EVH in Q2 2019 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold EVH as of Q3 2020.

  • ETrade Capital Management held 28,630 shares of Evolent Health worth $356K as of Q3 2020.
  • Evolent Health was a new ETrade Capital Management position in Q3 2020.
  • Evolent Health made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #666 holding.
  • ETrade Capital Management first reported a position in Evolent Health in Q2 2019 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Evolent Health as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.