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New York Life Investment Management’s Evolent Health EVH Stock Holding History

New York Life Investment 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
-11,098
Closed -$364K – 1016
2024
Q1 		$364K Buy
11,098
+373
+3% +$11.9K ﹤0.01% 1120
2023
Q4 		$354K Sell
10,725
-247
-2% -$6.99K ﹤0.01% 1103
2023
Q3 		$299K Sell
10,972
-1,729
-14% -$48.1K ﹤0.01% 1157
2023
Q2 		$385K Sell
12,701
-2,578
-17% -$83.4K ﹤0.01% 1060
2023
Q1 		$496K Buy
+15,279
New +$483K 0.01% 698

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
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

New York Life Investment Management's EVH Position: Q2 2024 in Review

New York Life Investment Management sold out of Evolent Health (EVH) in Q2 2024, closing a stake of 11,098 shares — an estimated $364K sold.

New York Life Investment Management first reported a position in EVH in Q1 2023 and held it in 5 quarters. The position peaked at $496K in Q1 2023. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • New York Life Investment Management reported no remaining Evolent Health position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 11,098 Evolent Health shares in Q2 2024, an estimated $364K.
  • New York Life Investment Management first reported a position in Evolent Health in Q1 2023 and held it in 5 quarters.
  • New York Life Investment Management's Evolent Health position peaked at $496K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.