Osterweis Capital Management’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-310,305
| Closed | -$8.78M | – | 201 |
|
|
2024
Q3 | $8.78M | Buy |
+310,305
| New | +$8.78M | 0.44% | 70 |
|
|
2017
Q4 | – | Sell |
-162,755
| Closed | -$2.9M | – | 105 |
|
|
2017
Q3 | $2.9M | Buy |
162,755
+45,150
| +38% | +$804K | 0.22% | 67 |
|
|
2017
Q2 | $2.98M | Sell |
117,605
-36,740
| -24% | -$931K | 0.23% | 56 |
|
|
2017
Q1 | $3.44M | Buy |
+154,345
| New | +$3.44M | 0.27% | 53 |
|