Ken Fisher
EVH icon

Ken Fisher’s Evolent Health EVH Stock Holding History

Ken Fisher’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
2023
Q4 		– Sell
-170
Closed -$4.63K – 1022
2023
Q3 		$4.63K Hold
170
– – ﹤0.01% 1120
2023
Q2 		$5.15K Hold
170
– – ﹤0.01% 1120
2023
Q1 		$5.52K Buy
+170
New +$5.38K ﹤0.01% 1072

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Ken Fisher's EVH Position: Q4 2023 in Review

Ken Fisher sold out of Evolent Health (EVH) in Q4 2023, closing a stake of 170 shares — an estimated $4.63K sold.

Ken Fisher first reported a position in EVH in Q1 2023 and held it in 3 quarters. The position peaked at $5.52K in Q1 2023. 234 funds tracked by Wall St. Rank hold EVH as of Q4 2023.

  • Ken Fisher reported no remaining Evolent Health position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 170 Evolent Health shares in Q4 2023, an estimated $4.63K.
  • Ken Fisher first reported a position in Evolent Health in Q1 2023 and held it in 3 quarters.
  • Ken Fisher's Evolent Health position peaked at $5.52K in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Evolent Health as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.