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Naples Money Management’s Evolent Health EVH Stock Holding History

Naples Money 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
Q3 		$1.05K Buy
37
+10
+37% +$258 ﹤0.01% 343
2024
Q2 		$497 Sell
27
-19
-41% -$485 ﹤0.01% 374
2024
Q1 		$1.51K Buy
46
+3
+7% +$96 ﹤0.01% 333
2023
Q4 		$1.42K Buy
+43
New +$1.22K ﹤0.01% 355

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 $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Naples Money Management's EVH Position: Q3 2024 in Review

Naples Money Management increased its Evolent Health (EVH) stake by 37% in Q3 2024, buying an estimated $258 and bringing the position to 37 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Naples Money Management first reported a position in EVH in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.51K in Q1 2024. 262 funds tracked by Wall St. Rank hold EVH as of Q3 2024.

  • Naples Money Management held 37 shares of Evolent Health worth $1.05K as of Q3 2024.
  • Naples Money Management bought 10 Evolent Health shares in Q3 2024, an estimated $258.
  • Evolent Health made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #343 holding.
  • Naples Money Management first reported a position in Evolent Health in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Evolent Health position peaked at $1.51K in Q1 2024.
  • 262 funds tracked by Wall St. Rank held Evolent Health as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.