Oak Ridge Investments’s Evolent Health EVH Stock Holding History

Oak Ridge Investments’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 Q4	–	Sell	-213,891	Closed	-$1.54M	–	174
2019 Q3	$1.54M	Sell	213,891 -105,028	-33%	-$754K	0.12%	116
2019 Q2	$2.54M	Sell	318,919 -20,106	-6%	-$238K	0.18%	109
2019 Q1	$4.26M	Buy	339,025 +20,672	+6%	+$327K	0.27%	108
2018 Q4	$6.35M	Sell	318,353 -74,968	-19%	-$1.73M	0.46%	83
2018 Q3	$11.2M	Buy	+393,321	New	+$9.38M	0.62%	67

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

EAM

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

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Oak Ridge Investments's EVH Position: Q4 2019 in Review

Oak Ridge Investments sold out of Evolent Health (EVH) in Q4 2019, closing a stake of 213,891 shares — an estimated $1.54M sold.

Oak Ridge Investments first reported a position in EVH in Q3 2018 and held it in 5 quarters. The position peaked at $11.2M in Q3 2018. 167 funds tracked by Wall St. Rank hold EVH as of Q4 2019.

Oak Ridge Investments reported no remaining Evolent Health position as of Q4 2019 after selling out during the quarter.
Oak Ridge Investments sold 213,891 Evolent Health shares in Q4 2019, an estimated $1.54M.
Oak Ridge Investments first reported a position in Evolent Health in Q3 2018 and held it in 5 quarters.
Oak Ridge Investments's Evolent Health position peaked at $11.2M in Q3 2018.
167 funds tracked by Wall St. Rank held Evolent Health as of Q4 2019.

Based on Oak Ridge Investments's 13F filing for Q4 2019, filed 5 Feb 2020.