Grandeur Peak Global Advisors’s Evolent Health EVH Stock Holding History

Grandeur Peak Global 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
2018 Q4	–	Sell	-12,800	Closed	-$364K	–	93
2018 Q3	$364K	Sell	12,800 -17,200	-57%	-$410K	0.04%	89
2018 Q2	$632K	Hold	30,000	–	–	0.06%	88
2018 Q1	$428K	Hold	30,000	–	–	0.05%	91
2017 Q4	$369K	Buy	30,000 +10,375	+53%	+$146K	0.05%	88
2017 Q3	$349K	Buy	19,625 +7,250	+59%	+$149K	0.05%	88
2017 Q2	$314K	Sell	12,375 -5,700	-32%	-$137K	0.05%	94
2017 Q1	$403K	Hold	18,075	–	–	0.07%	92
2016 Q4	$268K	Buy	18,075 +5,975	+49%	+$118K	0.05%	98
2016 Q3	$298K	Sell	12,100 -8,000	-40%	-$187K	0.06%	103
2016 Q2	$386K	Hold	20,100	–	–	0.08%	91
2016 Q1	$212K	Hold	20,100	–	–	0.04%	104
2015 Q4	$243K	Hold	20,100	–	–	0.05%	107
2015 Q3	$321K	Hold	20,100	–	–	0.07%	102
2015 Q2	$392K	Buy	+20,100	New	+$375K	0.08%	99

Other funds holding EVH

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Grandeur Peak Global Advisors's EVH Position: Q4 2018 in Review

Grandeur Peak Global Advisors sold out of Evolent Health (EVH) in Q4 2018, closing a stake of 12,800 shares — an estimated $364K sold.

Grandeur Peak Global Advisors first reported a position in EVH in Q2 2015 and held it in 14 quarters. The position peaked at $632K in Q2 2018. 186 funds tracked by Wall St. Rank hold EVH as of Q4 2018.

Grandeur Peak Global Advisors reported no remaining Evolent Health position as of Q4 2018 after selling out during the quarter.
Grandeur Peak Global Advisors sold 12,800 Evolent Health shares in Q4 2018, an estimated $364K.
Grandeur Peak Global Advisors first reported a position in Evolent Health in Q2 2015 and held it in 14 quarters.
Grandeur Peak Global Advisors's Evolent Health position peaked at $632K in Q2 2018.
186 funds tracked by Wall St. Rank held Evolent Health as of Q4 2018.

Based on Grandeur Peak Global Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.