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Kelly Financial Services’s Evolent Health EVH Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-100
Closed -$2.77K – 685
2021
Q4 		$2.77K Hold
100
– – ﹤0.01% 505
2021
Q3 		$3.1K Sell
100
-2,012
-95% -$48.3K ﹤0.01% 474
2021
Q2 		$100K Buy
2,112
+2,012
+2,012% +$40.3K ﹤0.01% 377
2021
Q1 		$2.02K Hold
100
– – ﹤0.01% 500
2020
Q4 		$1.6K Hold
100
– – ﹤0.01% 483
2020
Q3 		$1.24K Hold
100
– – ﹤0.01% 470
2020
Q2 		$712 Hold
100
– – ﹤0.01% 519
2020
Q1 		$543 Hold
100
– – ﹤0.01% 498
2019
Q4 		$905 Hold
100
– – ﹤0.01% 479
2019
Q3 		$719 Hold
100
– – ﹤0.01% 474
2019
Q2 		$795 Hold
100
– – ﹤0.01% 432
2019
Q1 		$1.26K Buy
+100
New +$1.58K ﹤0.01% 411

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Kelly Financial Services's EVH Position: Q1 2022 in Review

Kelly Financial Services sold out of Evolent Health (EVH) in Q1 2022, closing a stake of 100 shares — an estimated $2.77K sold.

Kelly Financial Services first reported a position in EVH in Q1 2019 and held it in 12 quarters. The position peaked at $100K in Q2 2021. 218 funds tracked by Wall St. Rank hold EVH as of Q1 2022.

  • Kelly Financial Services reported no remaining Evolent Health position as of Q1 2022 after selling out during the quarter.
  • Kelly Financial Services sold 100 Evolent Health shares in Q1 2022, an estimated $2.77K.
  • Kelly Financial Services first reported a position in Evolent Health in Q1 2019 and held it in 12 quarters.
  • Kelly Financial Services's Evolent Health position peaked at $100K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held Evolent Health as of Q1 2022.

Based on Kelly Financial Services's 13F filing for Q1 2022, filed 17 Jul 2024.