MWNA
EVH icon

Marshall Wace North America’s Evolent Health EVH Stock Holding History

Marshall Wace North America’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
Q3 		$8.53M Buy
274,976
+225,615
+457% +$5.42M 0.04% 389
2021
Q2 		$1.04M Sell
49,361
-7,695
-13% -$154K ﹤0.01% 998
2021
Q1 		$1.15M Buy
+57,056
New +$1.09M ﹤0.01% 997
2019
Q4 		– Sell
-32,063
Closed -$230K – 1370
2019
Q3 		$230K Sell
32,063
-579,906
-95% -$4.16M ﹤0.01% 940
2019
Q2 		$4.87M Buy
611,969
+329,666
+117% +$3.9M 0.03% 372
2019
Q1 		$3.55M Buy
282,303
+269,899
+2,176% +$4.27M 0.03% 381
2018
Q4 		$247K Buy
+12,404
New +$287K ﹤0.01% 919
2018
Q3 		– Sell
-657,387
Closed -$13.8M – 1044
2018
Q2 		$13.8M Buy
+657,387
New +$12.4M 0.08% 266
2018
Q1 		– Sell
-72,660
Closed -$894K – 1505
2017
Q4 		$894K Sell
72,660
-101,842
-58% -$1.44M ﹤0.01% 1017
2017
Q3 		$3.14M Buy
174,502
+105,750
+154% +$2.18M 0.02% 675
2017
Q2 		$1.72M Sell
68,752
-665,010
-91% -$16M 0.01% 787
2017
Q1 		$16.1M Buy
+733,762
New +$14.1M 0.13% 200

Other funds holding EVH

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return