Lenox Wealth Advisors’s Evolent Health EVH Stock Holding History

Lenox Wealth Advisors’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
2021 Q1	–	Sell	-35,974	Closed	-$577K	–	704
2020 Q4	$577K	Sell	35,974 -34,000	-49%	-$449K	0.08%	46
2020 Q3	$868K	Hold	69,974	–	–	0.13%	35
2020 Q2	$498K	Hold	69,974	–	–	0.08%	39
2020 Q1	$380K	Hold	69,974	–	–	0.07%	45
2019 Q4	$633K	Sell	69,974 -1,099	-2%	-$8.93K	0.1%	40
2019 Q3	$511K	Buy	71,073 +1,099	+2%	+$7.89K	0.09%	41
2019 Q2	$556K	Hold	69,974	–	–	0.1%	34
2019 Q1	$880K	Hold	69,974	–	–	0.17%	29
2018 Q4	$1.4M	Hold	69,974	–	–	0.3%	25
2018 Q3	$1.99M	Sell	69,974 -2,810	-4%	-$67K	0.4%	19
2018 Q2	$1.53M	Buy	+72,784	New	+$1.38M	0.34%	18

Other funds holding EVH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Lenox Wealth Advisors's EVH Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Evolent Health (EVH) in Q1 2021, closing a stake of 35,974 shares — an estimated $577K sold.

Lenox Wealth Advisors first reported a position in EVH in Q2 2018 and held it in 11 quarters. The position peaked at $1.99M in Q3 2018. 168 funds tracked by Wall St. Rank hold EVH as of Q1 2021.

Lenox Wealth Advisors reported no remaining Evolent Health position as of Q1 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 35,974 Evolent Health shares in Q1 2021, an estimated $577K.
Lenox Wealth Advisors first reported a position in Evolent Health in Q2 2018 and held it in 11 quarters.
Lenox Wealth Advisors's Evolent Health position peaked at $1.99M in Q3 2018.
168 funds tracked by Wall St. Rank held Evolent Health as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.