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Monarch Partners Asset Management’s Evolent Health EVH Stock Holding History

Monarch Partners Asset 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
2019
Q1 		– Sell
-158,440
Closed -$3.16M – 182
2018
Q4 		$3.16M Sell
158,440
-84,320
-35% -$1.95M 0.46% 68
2018
Q3 		$6.89M Buy
+242,760
New +$5.79M 0.63% 68

Other funds holding EVH

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Monarch Partners Asset Management's EVH Position: Q1 2019 in Review

Monarch Partners Asset Management sold out of Evolent Health (EVH) in Q1 2019, closing a stake of 158,440 shares — an estimated $3.16M sold.

Monarch Partners Asset Management first reported a position in EVH in Q3 2018 and held it in 2 quarters. The position peaked at $6.89M in Q3 2018. 192 funds tracked by Wall St. Rank hold EVH as of Q1 2019.

  • Monarch Partners Asset Management reported no remaining Evolent Health position as of Q1 2019 after selling out during the quarter.
  • Monarch Partners Asset Management sold 158,440 Evolent Health shares in Q1 2019, an estimated $3.16M.
  • Monarch Partners Asset Management first reported a position in Evolent Health in Q3 2018 and held it in 2 quarters.
  • Monarch Partners Asset Management's Evolent Health position peaked at $6.89M in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Evolent Health as of Q1 2019.

Based on Monarch Partners Asset Management's 13F filing for Q1 2019, filed 9 May 2019.