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Evoke Wealth’s Evolent Health EVH Stock Holding History

Evoke Wealth’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
-117
Closed -$3K – 1194
2021
Q4 		$3K Hold
117
– – ﹤0.01% 985
2021
Q3 		$3K Hold
117
– – ﹤0.01% 941
2021
Q2 		$2K Hold
117
– – ﹤0.01% 1041
2021
Q1 		$2K Buy
+117
New +$2.23K ﹤0.01% 1024
2020
Q2 		– Sell
-230
Closed -$1.25K – 1110
2020
Q1 		$1.25K Buy
+230
New +$2.05K ﹤0.01% 897

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Evoke Wealth's EVH Position: Q1 2022 in Review

Evoke Wealth sold out of Evolent Health (EVH) in Q1 2022, closing a stake of 117 shares — an estimated $3K sold.

Evoke Wealth first reported a position in EVH in Q1 2020 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 218 funds tracked by Wall St. Rank hold EVH as of Q1 2022.

  • Evoke Wealth reported no remaining Evolent Health position as of Q1 2022 after selling out during the quarter.
  • Evoke Wealth sold 117 Evolent Health shares in Q1 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Evolent Health in Q1 2020 and held it in 5 quarters.
  • Evoke Wealth's Evolent Health position peaked at $3K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Evolent Health as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.