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Janney Capital Management’s Evolent Health EVH Stock Holding History

Janney Capital 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 		– Sell
-9,543
Closed -$313K – 227
2024
Q1 		$313K Buy
9,543
+671
+8% +$21.4K 0.02% 208
2023
Q4 		$293K Sell
8,872
-709
-7% -$20.1K 0.02% 209
2023
Q3 		$261K Buy
9,581
+265
+3% +$7.37K 0.02% 192
2023
Q2 		$282K Sell
9,316
-48
-0.5% -$1.55K 0.02% 207
2023
Q1 		$304K Buy
9,364
+1,433
+18% +$45.3K 0.02% 184
2022
Q4 		$223K Sell
7,931
-1,481
-16% -$42.5K 0.02% 229
2022
Q3 		$338K Buy
+9,412
New +$332K 0.03% 158

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

Janney Capital Management's EVH Position: Q2 2024 in Review

Janney Capital Management sold out of Evolent Health (EVH) in Q2 2024, closing a stake of 9,543 shares — an estimated $313K sold.

Janney Capital Management first reported a position in EVH in Q3 2022 and held it in 7 quarters. The position peaked at $338K in Q3 2022. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • Janney Capital Management reported no remaining Evolent Health position as of Q2 2024 after selling out during the quarter.
  • Janney Capital Management sold 9,543 Evolent Health shares in Q2 2024, an estimated $313K.
  • Janney Capital Management first reported a position in Evolent Health in Q3 2022 and held it in 7 quarters.
  • Janney Capital Management's Evolent Health position peaked at $338K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on Janney Capital Management's 13F filing for Q2 2024, filed 25 Jul 2024.