Left Brain Wealth Management’s Evolent Health EVH Stock Holding History

Left Brain Wealth 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
2023 Q4	–	Sell	-30,935	Closed	-$842K	–	82
2023 Q3	$842K	Sell	30,935 -2,054	-6%	-$57.1K	0.52%	44
2023 Q2	$1,000K	Buy	32,989 +961	+3%	+$31.1K	0.61%	43
2023 Q1	$1.17M	Buy	32,028 +9,692	+43%	+$306K	0.79%	40
2022 Q4	$627K	Buy	+22,336	New	+$640K	0.47%	46

Other funds holding EVH

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

Left Brain Wealth Management's EVH Position: Q4 2023 in Review

Left Brain Wealth Management sold out of Evolent Health (EVH) in Q4 2023, closing a stake of 30,935 shares — an estimated $842K sold.

Left Brain Wealth Management first reported a position in EVH in Q4 2022 and held it in 4 quarters. The position peaked at $1.17M in Q1 2023. 234 funds tracked by Wall St. Rank hold EVH as of Q4 2023.

Left Brain Wealth Management reported no remaining Evolent Health position as of Q4 2023 after selling out during the quarter.
Left Brain Wealth Management sold 30,935 Evolent Health shares in Q4 2023, an estimated $842K.
Left Brain Wealth Management first reported a position in Evolent Health in Q4 2022 and held it in 4 quarters.
Left Brain Wealth Management's Evolent Health position peaked at $1.17M in Q1 2023.
234 funds tracked by Wall St. Rank held Evolent Health as of Q4 2023.

Based on Left Brain Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.