Massachusetts Financial Services
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Massachusetts Financial Services’s Evolent Health EVH Stock Holding History

Massachusetts Financial 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
2017
Q4 		– Sell
-562,146
Closed -$10M – 850
2017
Q3 		$10M Buy
562,146
+164,725
+41% +$3.39M ﹤0.01% 607
2017
Q2 		$10.1M Buy
+397,421
New +$9.56M ﹤0.01% 603
2015
Q4 		– Sell
-91,391
Closed -$1.46M – 858
2015
Q3 		$1.46M Hold
91,391
– – ﹤0.01% 744
2015
Q2 		$1.78M Buy
+91,391
New +$1.7M ﹤0.01% 755

Other funds holding EVH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services's EVH Position: Q4 2017 in Review

Massachusetts Financial Services sold out of Evolent Health (EVH) in Q4 2017, closing a stake of 562,146 shares — an estimated $10M sold.

Massachusetts Financial Services first reported a position in EVH in Q2 2015 and held it in 4 quarters. The position peaked at $10.1M in Q2 2017. 156 funds tracked by Wall St. Rank hold EVH as of Q4 2017.

  • Massachusetts Financial Services reported no remaining Evolent Health position as of Q4 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 562,146 Evolent Health shares in Q4 2017, an estimated $10M.
  • Massachusetts Financial Services first reported a position in Evolent Health in Q2 2015 and held it in 4 quarters.
  • Massachusetts Financial Services's Evolent Health position peaked at $10.1M in Q2 2017.
  • 156 funds tracked by Wall St. Rank held Evolent Health as of Q4 2017.

Based on Massachusetts Financial Services's 13F filing for Q4 2017, filed 14 Feb 2018.