Lord, Abbett & Co
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Lord, Abbett & Co’s Evolent Health EVH Stock Holding History

Lord, Abbett & Co’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
2022
Q4 		– Sell
-642,147
Closed -$23.1M – 594
2022
Q3 		$23.1M Buy
+642,147
New +$22.6M 0.08% 302
2016
Q4 		– Sell
-119,250
Closed -$2.94M – 897
2016
Q3 		$2.94M Sell
119,250
-120,340
-50% -$2.81M 0.01% 807
2016
Q2 		$4.6M Buy
239,590
+35,003
+17% +$481K 0.01% 731
2016
Q1 		$2.16M Sell
204,587
-1,261,615
-86% -$13M 0.01% 828
2015
Q4 		$17.8M Sell
1,466,202
-467,291
-24% -$6.89M 0.05% 463
2015
Q3 		$30.9M Buy
1,933,493
+508,992
+36% +$9.93M 0.09% 326
2015
Q2 		$27.8M Buy
+1,424,501
New +$26.6M 0.07% 389

Other funds holding EVH

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Lord, Abbett & Co's EVH Position: Q4 2022 in Review

Lord, Abbett & Co sold out of Evolent Health (EVH) in Q4 2022, closing a stake of 642,147 shares — an estimated $23.1M sold.

Lord, Abbett & Co first reported a position in EVH in Q2 2015 and held it in 7 quarters. The position peaked at $30.9M in Q3 2015. 232 funds tracked by Wall St. Rank hold EVH as of Q4 2022.

  • Lord, Abbett & Co reported no remaining Evolent Health position as of Q4 2022 after selling out during the quarter.
  • Lord, Abbett & Co sold 642,147 Evolent Health shares in Q4 2022, an estimated $23.1M.
  • Lord, Abbett & Co first reported a position in Evolent Health in Q2 2015 and held it in 7 quarters.
  • Lord, Abbett & Co's Evolent Health position peaked at $30.9M in Q3 2015.
  • 232 funds tracked by Wall St. Rank held Evolent Health as of Q4 2022.

Based on Lord, Abbett & Co's 13F filing for Q4 2022, filed 10 Feb 2023.