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Garrett Wealth Advisory Group’s Evolent Health EVH Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-90
Closed -$647 – 238
2019
Q3 		$647 Buy
+90
New +$646 ﹤0.01% 759

Other funds holding EVH

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Garrett Wealth Advisory Group's EVH Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Evolent Health (EVH) in Q4 2019, closing a stake of 90 shares — an estimated $647 sold.

Garrett Wealth Advisory Group first reported a position in EVH in Q3 2019 and held it in 1 quarter. The position peaked at $647 in Q3 2019. 167 funds tracked by Wall St. Rank hold EVH as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Evolent Health position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 90 Evolent Health shares in Q4 2019, an estimated $647.
  • Garrett Wealth Advisory Group first reported a position in Evolent Health in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Evolent Health position peaked at $647 in Q3 2019.
  • 167 funds tracked by Wall St. Rank held Evolent Health as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.