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EVH icon

Gradient Investments’s Evolent Health EVH Stock Holding History

Gradient Investments’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
-187
Closed -$1K – 1137
2019
Q2 		$1K Buy
187
+131
+234% +$1.55K ﹤0.01% 939
2019
Q1 		$1K Sell
56
-30,971
-100% -$490K ﹤0.01% 787
2018
Q4 		$619K Sell
31,027
-10,265
-25% -$237K 0.04% 171
2018
Q3 		$1.17M Sell
41,292
-3,804
-8% -$90.7K 0.06% 146
2018
Q2 		$949K Buy
45,096
+9,131
+25% +$173K 0.05% 145
2018
Q1 		$513K Buy
35,965
+7,153
+25% +$102K 0.03% 185
2017
Q4 		$354K Buy
28,812
+6,802
+31% +$95.9K 0.02% 214
2017
Q3 		$392K Buy
22,010
+5,291
+32% +$109K 0.03% 174
2017
Q2 		$424K Buy
16,719
+489
+3% +$11.8K 0.03% 172
2017
Q1 		$362K Sell
16,230
-1,501
-8% -$28.8K 0.03% 145
2016
Q4 		$262K Buy
+17,731
New +$349K 0.02% 171

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
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

Gradient Investments's EVH Position: Q3 2019 in Review

Gradient Investments sold out of Evolent Health (EVH) in Q3 2019, closing a stake of 187 shares — an estimated $1K sold.

Gradient Investments first reported a position in EVH in Q4 2016 and held it in 11 quarters. The position peaked at $1.17M in Q3 2018. 174 funds tracked by Wall St. Rank hold EVH as of Q3 2019.

  • Gradient Investments reported no remaining Evolent Health position as of Q3 2019 after selling out during the quarter.
  • Gradient Investments sold 187 Evolent Health shares in Q3 2019, an estimated $1K.
  • Gradient Investments first reported a position in Evolent Health in Q4 2016 and held it in 11 quarters.
  • Gradient Investments's Evolent Health position peaked at $1.17M in Q3 2018.
  • 174 funds tracked by Wall St. Rank held Evolent Health as of Q3 2019.

Based on Gradient Investments's 13F filing for Q3 2019, filed 10 Oct 2019.