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McKinley Capital Management’s Evolent Health EVH Stock Holding History

McKinley Capital 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
-106,100
Closed -$3.48M – 129
2024
Q1 		$3.48M Hold
106,100
– – 0.42% 79
2023
Q4 		$3.5M Hold
106,100
– – 0.45% 77
2023
Q3 		$2.89M Hold
106,100
– – 0.41% 80
2023
Q2 		$3.21M Sell
106,100
-13,800
-12% -$446K 0.43% 76
2023
Q1 		$3.89M Hold
119,900
– – 0.52% 71
2022
Q4 		$3.37M Hold
119,900
– – 0.45% 78
2022
Q3 		$4.31M Hold
119,900
– – 0.58% 59
2022
Q2 		$3.68M Buy
+119,900
New +$3.49M 0.48% 73

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

McKinley Capital Management's EVH Position: Q2 2024 in Review

McKinley Capital Management sold out of Evolent Health (EVH) in Q2 2024, closing a stake of 106,100 shares — an estimated $3.48M sold.

McKinley Capital Management first reported a position in EVH in Q2 2022 and held it in 8 quarters. The position peaked at $4.31M in Q3 2022. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • McKinley Capital Management reported no remaining Evolent Health position as of Q2 2024 after selling out during the quarter.
  • McKinley Capital Management sold 106,100 Evolent Health shares in Q2 2024, an estimated $3.48M.
  • McKinley Capital Management first reported a position in Evolent Health in Q2 2022 and held it in 8 quarters.
  • McKinley Capital Management's Evolent Health position peaked at $4.31M in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.