IFAM
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Institutional & Family Asset Management’s Evolent Health EVH Stock Holding History

Institutional & Family Asset 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 		$478 Hold
25
– – ﹤0.01% 700
2024
Q1 		$820 Hold
25
– – ﹤0.01% 656
2023
Q4 		$826 Sell
25
-1
-4% -$28 ﹤0.01% 632
2023
Q3 		$708 Sell
26
-15
-37% -$417 ﹤0.01% 642
2023
Q2 		$1.24K Hold
41
– – ﹤0.01% 606
2023
Q1 		$1.33K Sell
41
-1
-2% -$32 ﹤0.01% 597
2022
Q4 		$1.18K Hold
42
– – ﹤0.01% 593
2022
Q3 		$2K Sell
42
-8
-16% -$282 ﹤0.01% 582
2022
Q2 		$2K Hold
50
– – ﹤0.01% 595
2022
Q1 		$2K Buy
50
+1
+2% +$26 ﹤0.01% 641
2021
Q4 		$1K Hold
49
– – ﹤0.01% 715
2021
Q3 		$2K Sell
49
-35
-42% -$840 ﹤0.01% 769
2021
Q2 		$2K Hold
84
– – ﹤0.01% 817
2021
Q1 		$2K Sell
84
-50
-37% -$951 ﹤0.01% 788
2020
Q4 		$2K Buy
134
+22
+20% +$291 ﹤0.01% 759
2020
Q3 		$1K Hold
112
– – ﹤0.01% 781
2020
Q2 		$1K Sell
112
-34
-23% -$228 ﹤0.01% 767
2020
Q1 		$1K Hold
146
– – ﹤0.01% 727
2019
Q4 		$1K Hold
146
– – ﹤0.01% 800
2019
Q3 		$1K Buy
146
+69
+90% +$495 ﹤0.01% 774
2019
Q2 		$1K Hold
77
– – ﹤0.01% 794
2019
Q1 		$1K Hold
77
– – ﹤0.01% 784
2018
Q4 		$2K Buy
77
+37
+93% +$856 ﹤0.01% 681
2018
Q3 		$1K Hold
40
– – ﹤0.01% 798
2018
Q2 		$1K Hold
40
– – ﹤0.01% 791
2018
Q1 		$1K Buy
+40
New +$573 ﹤0.01% 780

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

Institutional & Family Asset Management's EVH Position: Q2 2024 in Review

Institutional & Family Asset Management held its Evolent Health (EVH) position steady in Q2 2024 at 25 shares worth $478. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Institutional & Family Asset Management first reported a position in EVH in Q1 2018 and has held it in 26 quarters since. The position peaked at $2K in Q3 2022. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • Institutional & Family Asset Management held 25 shares of Evolent Health worth $478 as of Q2 2024.
  • Institutional & Family Asset Management left its Evolent Health share count unchanged in Q2 2024.
  • Evolent Health made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #700 holding.
  • Institutional & Family Asset Management first reported a position in Evolent Health in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Evolent Health position peaked at $2K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.