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FinTrust Capital Advisors’s Evolent Health EVH Stock Holding History

FinTrust Capital 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
2023
Q3 		– Sell
-93
Closed -$2.61K – 1263
2023
Q2 		$2.61K Hold
93
– – ﹤0.01% 975
2023
Q1 		$2.61K Hold
93
– – ﹤0.01% 967
2022
Q4 		$2.61K Sell
93
-279
-75% -$8K ﹤0.01% 965
2022
Q3 		$12K Buy
372
+11
+3% +$388 ﹤0.01% 819
2022
Q2 		$12K Buy
361
+11
+3% +$321 ﹤0.01% 837
2022
Q1 		$11K Buy
350
+260
+289% +$6.81K ﹤0.01% 912
2021
Q4 		$2K Buy
+90
New +$2.58K ﹤0.01% 1100

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

FinTrust Capital Advisors's EVH Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Evolent Health (EVH) in Q3 2023, closing a stake of 93 shares — an estimated $2.61K sold.

FinTrust Capital Advisors first reported a position in EVH in Q4 2021 and held it in 7 quarters. The position peaked at $12K in Q3 2022. 203 funds tracked by Wall St. Rank hold EVH as of Q3 2023.

  • FinTrust Capital Advisors reported no remaining Evolent Health position as of Q3 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 93 Evolent Health shares in Q3 2023, an estimated $2.61K.
  • FinTrust Capital Advisors first reported a position in Evolent Health in Q4 2021 and held it in 7 quarters.
  • FinTrust Capital Advisors's Evolent Health position peaked at $12K in Q3 2022.
  • 203 funds tracked by Wall St. Rank held Evolent Health as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.