Mosaic Family Wealth’s Evolent Health EVH Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-116	Closed	-$1K	–	308
2019 Q1	$1K	Buy	+116	New	+$1.84K	﹤0.01%	668

Other funds holding EVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Mosaic Family Wealth's EVH Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Evolent Health (EVH) in Q2 2019, closing a stake of 116 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in EVH in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 183 funds tracked by Wall St. Rank hold EVH as of Q2 2019.

Mosaic Family Wealth reported no remaining Evolent Health position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 116 Evolent Health shares in Q2 2019, an estimated $1K.
Mosaic Family Wealth first reported a position in Evolent Health in Q1 2019 and held it in 1 quarter.
Mosaic Family Wealth's Evolent Health position peaked at $1K in Q1 2019.
183 funds tracked by Wall St. Rank held Evolent Health as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.