One Wealth Advisors’s Evolent Health EVH Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-518	Closed	-$14.5K	–	330
2022 Q4	$14.5K	Buy	+518	New	+$14.8K	﹤0.01%	580

Other funds holding EVH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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

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

One Wealth Advisors's EVH Position: Q1 2023 in Review

One Wealth Advisors sold out of Evolent Health (EVH) in Q1 2023, closing a stake of 518 shares — an estimated $14.5K sold.

One Wealth Advisors first reported a position in EVH in Q4 2022 and held it in 1 quarter. The position peaked at $14.5K in Q4 2022. 240 funds tracked by Wall St. Rank hold EVH as of Q1 2023.

One Wealth Advisors reported no remaining Evolent Health position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 518 Evolent Health shares in Q1 2023, an estimated $14.5K.
One Wealth Advisors first reported a position in Evolent Health in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Evolent Health position peaked at $14.5K in Q4 2022.
240 funds tracked by Wall St. Rank held Evolent Health as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.