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ICA Group Wealth Management’s Evolent Health EVH Stock Holding History

ICA Group Wealth Management’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
Q2 		$19.1K Hold
1,000
– – 0.01% 365
2024
Q1 		$32.8K Hold
1,000
– – 0.01% 647
2023
Q4 		$33K Buy
+1,000
New +$28.3K 0.01% 605
2023
Q3 		– Sell
-1,000
Closed -$30.3K – 514
2023
Q2 		$30.3K Hold
1,000
– – 0.01% 601
2023
Q1 		$32.5K Hold
1,000
– – 0.01% 561
2022
Q4 		$32.2K Buy
+1,000
New +$28.7K 0.01% 597

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 $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

ICA Group Wealth Management's EVH Position: Q2 2024 in Review

ICA Group Wealth Management held its Evolent Health (EVH) position steady in Q2 2024 at 1,000 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #365.

ICA Group Wealth Management first reported a position in EVH in Q4 2022 and has held it in 6 quarters since. The position peaked at $33K in Q4 2023. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • ICA Group Wealth Management held 1,000 shares of Evolent Health worth $19.1K as of Q2 2024.
  • ICA Group Wealth Management left its Evolent Health share count unchanged in Q2 2024.
  • Evolent Health made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #365 holding.
  • ICA Group Wealth Management first reported a position in Evolent Health in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Evolent Health position peaked at $33K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.