FDx Advisors’s Evolent Health EVH Stock Holding History

FDx Advisors’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 Q3	–	Sell	-21,635	Closed	-$172K	–	677
2019 Q2	$172K	Buy	21,635 +3,785	+21%	+$44.8K	0.01%	780
2019 Q1	$225K	Buy	+17,850	New	+$283K	0.01%	693
2018 Q4	–	Sell	-14,936	Closed	-$424K	–	614
2018 Q3	$424K	Buy	14,936 +2,682	+22%	+$64K	0.02%	567
2018 Q2	$258K	Buy	+12,254	New	+$232K	0.01%	779
2017 Q3	–	Sell	-9,723	Closed	-$246K	–	1260
2017 Q2	$246K	Buy	+9,723	New	+$234K	0.01%	1063

Other funds holding EVH

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

EAM

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

ECP

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

FDx Advisors's EVH Position: Q3 2019 in Review

FDx Advisors sold out of Evolent Health (EVH) in Q3 2019, closing a stake of 21,635 shares — an estimated $172K sold.

FDx Advisors first reported a position in EVH in Q2 2017 and held it in 5 quarters. The position peaked at $424K in Q3 2018. 174 funds tracked by Wall St. Rank hold EVH as of Q3 2019.

FDx Advisors reported no remaining Evolent Health position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 21,635 Evolent Health shares in Q3 2019, an estimated $172K.
FDx Advisors first reported a position in Evolent Health in Q2 2017 and held it in 5 quarters.
FDx Advisors's Evolent Health position peaked at $424K in Q3 2018.
174 funds tracked by Wall St. Rank held Evolent Health as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.