Jefferies Group’s Evolent Health EVH Stock Holding History

Jefferies Group’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
2022 Q3	$74.6K	Sell	2,076 -3,247	-61%	-$114K	﹤0.01%	1489
2022 Q2	$163K	Buy	5,323 +4,507	+552%	+$131K	﹤0.01%	1305
2022 Q1	$26.4K	Buy	+816	New	+$21.4K	﹤0.01%	1436
2021 Q4	–	Sell	-100	Closed	-$3.1K	–	1735
2021 Q3	$3.1K	Buy	+100	New	+$2.4K	﹤0.01%	1667
2019 Q3	–	Sell	-25,147	Closed	-$200K	–	2788
2019 Q2	$200K	Buy	+25,147	New	+$298K	﹤0.01%	2133
2018 Q3	–	Sell	-17,016	Closed	-$358K	–	2494
2018 Q2	$358K	Buy	+17,016	New	+$322K	﹤0.01%	1770

Other funds holding EVH

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

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

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

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Jefferies Group's EVH Position: Q3 2022 in Review

Jefferies Group reduced its Evolent Health (EVH) stake by 61% in Q3 2022, selling an estimated $114K and leaving 2,076 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Jefferies Group first reported a position in EVH in Q2 2018 and has held it in 6 quarters since. The position peaked at $358K in Q2 2018. 251 funds tracked by Wall St. Rank hold EVH as of Q3 2022.

Jefferies Group held 2,076 shares of Evolent Health worth $74.6K as of Q3 2022.
Jefferies Group sold 3,247 Evolent Health shares in Q3 2022, an estimated $114K.
Evolent Health made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1489 holding.
Jefferies Group first reported a position in Evolent Health in Q2 2018 and has held it in 6 quarters since.
Jefferies Group's Evolent Health position peaked at $358K in Q2 2018.
251 funds tracked by Wall St. Rank held Evolent Health as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.