KPCM
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Kings Point Capital Management’s Evolent Health EVH Stock Holding History

Kings Point 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
2020
Q3 		– Sell
-6,000
Closed -$43K – 482
2020
Q2 		$43K Buy
6,000
+1,000
+20% +$6.7K 0.01% 292
2020
Q1 		$27K Buy
5,000
+2,000
+67% +$17.9K ﹤0.01% 343
2019
Q4 		$27K Hold
3,000
– – ﹤0.01% 380
2019
Q3 		$22K Hold
3,000
– – ﹤0.01% 387
2019
Q2 		$24K Buy
+3,000
New +$35.5K ﹤0.01% 332

Other funds holding EVH

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Kings Point Capital Management's EVH Position: Q3 2020 in Review

Kings Point Capital Management sold out of Evolent Health (EVH) in Q3 2020, closing a stake of 6,000 shares — an estimated $43K sold.

Kings Point Capital Management first reported a position in EVH in Q2 2019 and held it in 5 quarters. The position peaked at $43K in Q2 2020. 155 funds tracked by Wall St. Rank hold EVH as of Q3 2020.

  • Kings Point Capital Management reported no remaining Evolent Health position as of Q3 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 6,000 Evolent Health shares in Q3 2020, an estimated $43K.
  • Kings Point Capital Management first reported a position in Evolent Health in Q2 2019 and held it in 5 quarters.
  • Kings Point Capital Management's Evolent Health position peaked at $43K in Q2 2020.
  • 155 funds tracked by Wall St. Rank held Evolent Health as of Q3 2020.

Based on Kings Point Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.