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O'Neil Global Advisors’s Evolent Health EVH Stock Holding History

O'Neil Global 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
Q2 		– Sell
-6,640
Closed -$215K – 88
2023
Q1 		$215K Buy
+6,640
New +$210K 0.11% 62
2022
Q4 		– Sell
-11,550
Closed -$415K – 45
2022
Q3 		$415K Buy
+11,550
New +$407K 1.64% 26

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

O'Neil Global Advisors's EVH Position: Q2 2023 in Review

O'Neil Global Advisors sold out of Evolent Health (EVH) in Q2 2023, closing a stake of 6,640 shares — an estimated $215K sold.

O'Neil Global Advisors first reported a position in EVH in Q3 2022 and held it in 2 quarters. The position peaked at $415K in Q3 2022. 217 funds tracked by Wall St. Rank hold EVH as of Q2 2023.

  • O'Neil Global Advisors reported no remaining Evolent Health position as of Q2 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 6,640 Evolent Health shares in Q2 2023, an estimated $215K.
  • O'Neil Global Advisors first reported a position in Evolent Health in Q3 2022 and held it in 2 quarters.
  • O'Neil Global Advisors's Evolent Health position peaked at $415K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held Evolent Health as of Q2 2023.

Based on O'Neil Global Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.