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Paloma Partners’s Evolent Health EVH Stock Holding History

Paloma Partners’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
-19,348
Closed -$139K – 2253
2019
Q3 		$139K Buy
+19,348
New +$139K ﹤0.01% 1804
2018
Q3 		– Sell
-9,914
Closed -$209K – 1647
2018
Q2 		$209K Buy
+9,914
New +$188K ﹤0.01% 1453
2018
Q1 		– Sell
-32,768
Closed -$403K – 2030
2017
Q4 		$403K Buy
32,768
+15,769
+93% +$222K 0.01% 1420
2017
Q3 		$303K Sell
16,999
-33,442
-66% -$689K ﹤0.01% 1796
2017
Q2 		$1.28M Buy
50,441
+33,390
+196% +$803K 0.02% 1054
2017
Q1 		$380K Buy
+17,051
New +$327K ﹤0.01% 1669

Other funds holding EVH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RP
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

Paloma Partners's EVH Position: Q4 2019 in Review

Paloma Partners sold out of Evolent Health (EVH) in Q4 2019, closing a stake of 19,348 shares — an estimated $139K sold.

Paloma Partners first reported a position in EVH in Q1 2017 and held it in 6 quarters. The position peaked at $1.28M in Q2 2017. 167 funds tracked by Wall St. Rank hold EVH as of Q4 2019.

  • Paloma Partners reported no remaining Evolent Health position as of Q4 2019 after selling out during the quarter.
  • Paloma Partners sold 19,348 Evolent Health shares in Q4 2019, an estimated $139K.
  • Paloma Partners first reported a position in Evolent Health in Q1 2017 and held it in 6 quarters.
  • Paloma Partners's Evolent Health position peaked at $1.28M in Q2 2017.
  • 167 funds tracked by Wall St. Rank held Evolent Health as of Q4 2019.

Based on Paloma Partners's 13F filing for Q4 2019, filed 14 Feb 2020.