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Investors Research Corp’s Evolent Health EVH Stock Holding History

Investors Research Corp’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
2021
Q3 		– Sell
-100
Closed -$2K – 1004
2021
Q2 		$2K Hold
100
– – ﹤0.01% 903
2021
Q1 		$2K Hold
100
– – ﹤0.01% 892
2020
Q4 		$2K Hold
100
– – ﹤0.01% 990
2020
Q3 		$1K Hold
100
– – ﹤0.01% 1039
2020
Q2 		$1K Hold
100
– – ﹤0.01% 1043
2020
Q1 		$1K Buy
+100
New +$893 ﹤0.01% 1070

Other funds holding EVH

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Investors Research Corp's EVH Position: Q3 2021 in Review

Investors Research Corp sold out of Evolent Health (EVH) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Investors Research Corp first reported a position in EVH in Q1 2020 and held it in 6 quarters. The position peaked at $2K in Q2 2021. 209 funds tracked by Wall St. Rank hold EVH as of Q3 2021.

  • Investors Research Corp reported no remaining Evolent Health position as of Q3 2021 after selling out during the quarter.
  • Investors Research Corp sold 100 Evolent Health shares in Q3 2021, an estimated $2K.
  • Investors Research Corp first reported a position in Evolent Health in Q1 2020 and held it in 6 quarters.
  • Investors Research Corp's Evolent Health position peaked at $2K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Evolent Health as of Q3 2021.

Based on Investors Research Corp's 13F filing for Q3 2021, filed 27 Oct 2021.