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Harel Insurance Investments & Financial Services’s Evolent Health EVH Stock Holding History

Harel Insurance Investments & Financial Services’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
2024
Q3 		– Sell
-467
Closed -$9K – 516
2024
Q2 		$9K Buy
467
+31
+7% +$792 ﹤0.01% 485
2024
Q1 		$14K Sell
436
-298
-41% -$9.51K ﹤0.01% 464
2023
Q4 		$24K Sell
734
-1,149
-61% -$32.5K ﹤0.01% 487
2023
Q3 		$51K Sell
1,883
-12
-0.6% -$334 ﹤0.01% 454
2023
Q2 		$57K Buy
1,895
+69
+4% +$2.23K ﹤0.01% 466
2023
Q1 		$59K Buy
1,826
+236
+15% +$7.46K ﹤0.01% 467
2022
Q4 		$45K Buy
1,590
+60
+4% +$1.72K ﹤0.01% 481
2022
Q3 		$56K Sell
1,530
-119
-7% -$4.19K ﹤0.01% 483
2022
Q2 		$51K Sell
1,649
-160
-9% -$4.66K ﹤0.01% 505
2022
Q1 		$58K Sell
1,809
-319
-15% -$8.35K ﹤0.01% 499
2021
Q4 		$59K Sell
2,128
-2,930
-58% -$84.1K ﹤0.01% 565
2021
Q3 		$157K Sell
5,058
-2,523
-33% -$60.6K ﹤0.01% 400
2021
Q2 		$160K Sell
7,581
-7,501
-50% -$150K ﹤0.01% 608
2021
Q1 		$661K Buy
+15,082
New +$287K 0.01% 457

Other funds holding EVH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EVH Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of Evolent Health (EVH) in Q3 2024, closing a stake of 467 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in EVH in Q1 2021 and held it in 14 quarters. The position peaked at $661K in Q1 2021. 262 funds tracked by Wall St. Rank hold EVH as of Q3 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Evolent Health position as of Q3 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 467 Evolent Health shares in Q3 2024, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in Evolent Health in Q1 2021 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's Evolent Health position peaked at $661K in Q1 2021.
  • 262 funds tracked by Wall St. Rank held Evolent Health as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.