Level Four Advisory Services’s Evolent Health EVH Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-17,155	Closed	-$557K	–	815
2023 Q1	$557K	Buy	+17,155	New	+$542K	0.04%	398
2022 Q4	–	Sell	-17,369	Closed	-$624K	–	692
2022 Q3	$624K	Buy	+17,369	New	+$612K	0.06%	276

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GIM

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

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Level Four Advisory Services's EVH Position: Q2 2023 in Review

Level Four Advisory Services sold out of Evolent Health (EVH) in Q2 2023, closing a stake of 17,155 shares — an estimated $557K sold.

Level Four Advisory Services first reported a position in EVH in Q3 2022 and held it in 2 quarters. The position peaked at $624K in Q3 2022. 217 funds tracked by Wall St. Rank hold EVH as of Q2 2023.

Level Four Advisory Services reported no remaining Evolent Health position as of Q2 2023 after selling out during the quarter.
Level Four Advisory Services sold 17,155 Evolent Health shares in Q2 2023, an estimated $557K.
Level Four Advisory Services first reported a position in Evolent Health in Q3 2022 and held it in 2 quarters.
Level Four Advisory Services's Evolent Health position peaked at $624K in Q3 2022.
217 funds tracked by Wall St. Rank held Evolent Health as of Q2 2023.

Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.