Orion Portfolio Solutions’s Evolent Health EVH Stock Holding History

Orion Portfolio Solutions’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 Q1	–	Sell	-4	Closed	–	–	2009
2019 Q4	$0	Buy	+4	New	+$32	﹤0.01%	1841

Other funds holding EVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

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

Orion Portfolio Solutions's EVH Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Evolent Health (EVH) in Q1 2020, closing a stake of 4 shares.

Orion Portfolio Solutions first reported a position in EVH in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 154 funds tracked by Wall St. Rank hold EVH as of Q1 2020.

Orion Portfolio Solutions reported no remaining Evolent Health position as of Q1 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 4 Evolent Health shares in Q1 2020.
Orion Portfolio Solutions first reported a position in Evolent Health in Q4 2019 and held it in 1 quarter.
Orion Portfolio Solutions's Evolent Health position peaked at $0 in Q4 2019.
154 funds tracked by Wall St. Rank held Evolent Health as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.