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Legato Capital Management’s Evolent Health EVH Stock Holding History

Legato 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
2024
Q2 		– Sell
-7,210
Closed -$236K – 582
2024
Q1 		$236K Buy
7,210
+900
+14% +$28.7K 0.03% 524
2023
Q4 		$208K Sell
6,310
-24,076
-79% -$681K 0.03% 523
2023
Q3 		$827K Sell
30,386
-791
-3% -$22K 0.12% 288
2023
Q2 		$945K Buy
31,177
+8,779
+39% +$284K 0.13% 272
2023
Q1 		$727K Hold
22,398
– – 0.13% 260
2022
Q4 		$629K Buy
+22,398
New +$642K 0.12% 283

Other funds holding EVH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Legato Capital Management's EVH Position: Q2 2024 in Review

Legato Capital Management sold out of Evolent Health (EVH) in Q2 2024, closing a stake of 7,210 shares — an estimated $236K sold.

Legato Capital Management first reported a position in EVH in Q4 2022 and held it in 6 quarters. The position peaked at $945K in Q2 2023. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • Legato Capital Management reported no remaining Evolent Health position as of Q2 2024 after selling out during the quarter.
  • Legato Capital Management sold 7,210 Evolent Health shares in Q2 2024, an estimated $236K.
  • Legato Capital Management first reported a position in Evolent Health in Q4 2022 and held it in 6 quarters.
  • Legato Capital Management's Evolent Health position peaked at $945K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on Legato Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.