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Financial Gravity Companies’s Evolent Health EVH Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$3K Buy
+167
New +$3.86K ﹤0.01% 820
2018
Q1 		$1K Buy
89
+26
+41% +$372 ﹤0.01% 1120
2017
Q4 		$1K Buy
+63
New +$888 ﹤0.01% 1093

Other funds holding EVH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Financial Gravity Companies's EVH Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Evolent Health (EVH) in Q4 2018: 167 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EVH as recently as Q1 2018.

Financial Gravity Companies first reported a position in EVH in Q4 2017 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold EVH as of Q4 2018.

  • Financial Gravity Companies held 167 shares of Evolent Health worth $3K as of Q4 2018.
  • Evolent Health was a new Financial Gravity Companies position in Q4 2018.
  • Evolent Health made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #820 holding.
  • Financial Gravity Companies first reported a position in Evolent Health in Q4 2017 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Evolent Health as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.