InceptionR’s Evolent Health EVH Stock Holding History

InceptionR’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	-21,845	Closed	-$418K	–	703
2024 Q2	$418K	Buy	+21,845	New	+$558K	0.12%	331

Other funds holding EVH

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

InceptionR's EVH Position: Q3 2024 in Review

InceptionR sold out of Evolent Health (EVH) in Q3 2024, closing a stake of 21,845 shares — an estimated $418K sold.

InceptionR first reported a position in EVH in Q2 2024 and held it in 1 quarter. The position peaked at $418K in Q2 2024. 262 funds tracked by Wall St. Rank hold EVH as of Q3 2024.

InceptionR reported no remaining Evolent Health position as of Q3 2024 after selling out during the quarter.
InceptionR sold 21,845 Evolent Health shares in Q3 2024, an estimated $418K.
InceptionR first reported a position in Evolent Health in Q2 2024 and held it in 1 quarter.
InceptionR's Evolent Health position peaked at $418K in Q2 2024.
262 funds tracked by Wall St. Rank held Evolent Health as of Q3 2024.

Based on InceptionR's 13F filing for Q3 2024, filed 8 Nov 2024.