Greenleaf Trust’s Evolent Health EVH Stock Holding History

Greenleaf Trust’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 Q2	–	Sell	-772	Closed	-$11K	–	534
2018 Q1	$11K	Hold	772	–	–	﹤0.01%	527
2017 Q4	$9K	Hold	772	–	–	﹤0.01%	663
2017 Q3	$14K	Buy	+772	New	+$15.9K	﹤0.01%	626

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Greenleaf Trust's EVH Position: Q2 2018 in Review

Greenleaf Trust sold out of Evolent Health (EVH) in Q2 2018, closing a stake of 772 shares — an estimated $11K sold.

Greenleaf Trust first reported a position in EVH in Q3 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2017. 178 funds tracked by Wall St. Rank hold EVH as of Q2 2018.

Greenleaf Trust reported no remaining Evolent Health position as of Q2 2018 after selling out during the quarter.
Greenleaf Trust sold 772 Evolent Health shares in Q2 2018, an estimated $11K.
Greenleaf Trust first reported a position in Evolent Health in Q3 2017 and held it in 3 quarters.
Greenleaf Trust's Evolent Health position peaked at $14K in Q3 2017.
178 funds tracked by Wall St. Rank held Evolent Health as of Q2 2018.

Based on Greenleaf Trust's 13F filing for Q2 2018, filed 7 Aug 2018.