IWP
EVH icon

Icon Wealth Partners’s Evolent Health EVH Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-1,721
Closed -$22K – 344
2019
Q1 		$22K Buy
+1,721
New +$27.2K 0.01% 524
2018
Q3 		– Sell
-1,202
Closed -$25K – 402
2018
Q2 		$25K Buy
+1,202
New +$22.8K 0.01% 537
2018
Q1 		– Sell
-691
Closed -$8K – 400
2017
Q4 		$8K Buy
+691
New +$9.74K ﹤0.01% 727

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Icon Wealth Partners's EVH Position: Q2 2019 in Review

Icon Wealth Partners sold out of Evolent Health (EVH) in Q2 2019, closing a stake of 1,721 shares — an estimated $22K sold.

Icon Wealth Partners first reported a position in EVH in Q4 2017 and held it in 3 quarters. The position peaked at $25K in Q2 2018. 183 funds tracked by Wall St. Rank hold EVH as of Q2 2019.

  • Icon Wealth Partners reported no remaining Evolent Health position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,721 Evolent Health shares in Q2 2019, an estimated $22K.
  • Icon Wealth Partners first reported a position in Evolent Health in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Evolent Health position peaked at $25K in Q2 2018.
  • 183 funds tracked by Wall St. Rank held Evolent Health as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.