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Macroview Investment Management’s Evolent Health EVH Stock Holding History

Macroview Investment 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
-236
Closed -$7.74K – 625
2024
Q1 		$7.74K Buy
+236
New +$7.53K 0.01% 319
2023
Q2 		– Sell
-353
Closed -$11.5K – 526
2023
Q1 		$11.5K Buy
+353
New +$11.2K 0.02% 216
2022
Q1 		– Sell
-678
Closed -$19K – 442
2021
Q4 		$19K Buy
+678
New +$19.4K 0.02% 155
2020
Q4 		– Sell
-231
Closed -$3K – 356
2020
Q3 		$3K Buy
+231
New +$2.72K 0.01% 208

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

Macroview Investment Management's EVH Position: Q2 2024 in Review

Macroview Investment Management sold out of Evolent Health (EVH) in Q2 2024, closing a stake of 236 shares — an estimated $7.74K sold.

Macroview Investment Management first reported a position in EVH in Q3 2020 and held it in 4 quarters. The position peaked at $19K in Q4 2021. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • Macroview Investment Management reported no remaining Evolent Health position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 236 Evolent Health shares in Q2 2024, an estimated $7.74K.
  • Macroview Investment Management first reported a position in Evolent Health in Q3 2020 and held it in 4 quarters.
  • Macroview Investment Management's Evolent Health position peaked at $19K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.