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Next Financial Group’s Evolent Health EVH Stock Holding History

Next Financial Group’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
2020
Q2 		– Sell
-2,782
Closed -$15K – 979
2020
Q1 		$15K Sell
2,782
-535
-16% -$4.78K ﹤0.01% 1378
2019
Q4 		$30K Buy
3,317
+420
+14% +$3.41K ﹤0.01% 1382
2019
Q3 		$21K Buy
2,897
+392
+16% +$2.81K ﹤0.01% 1425
2019
Q2 		$20K Buy
2,505
+150
+6% +$1.78K ﹤0.01% 1457
2019
Q1 		$29K Buy
2,355
+2,320
+6,629% +$36.7K 0.01% 868
2018
Q4 		$1K Buy
+35
New +$810 ﹤0.01% 1835

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Next Financial Group's EVH Position: Q2 2020 in Review

Next Financial Group sold out of Evolent Health (EVH) in Q2 2020, closing a stake of 2,782 shares — an estimated $15K sold.

Next Financial Group first reported a position in EVH in Q4 2018 and held it in 6 quarters. The position peaked at $30K in Q4 2019. 136 funds tracked by Wall St. Rank hold EVH as of Q2 2020.

  • Next Financial Group reported no remaining Evolent Health position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 2,782 Evolent Health shares in Q2 2020, an estimated $15K.
  • Next Financial Group first reported a position in Evolent Health in Q4 2018 and held it in 6 quarters.
  • Next Financial Group's Evolent Health position peaked at $30K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Evolent Health as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.