Pathstone Family Office’s Evolent Health EVH Stock Holding History

Pathstone Family Office’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 Q2	–	Sell	-142	Closed	-$2K	–	714
2019 Q1	$2K	Buy	+142	New	+$2.25K	﹤0.01%	759

Other funds holding EVH

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Pathstone Family Office's EVH Position: Q2 2019 in Review

Pathstone Family Office sold out of Evolent Health (EVH) in Q2 2019, closing a stake of 142 shares — an estimated $2K sold.

Pathstone Family Office first reported a position in EVH in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 183 funds tracked by Wall St. Rank hold EVH as of Q2 2019.

Pathstone Family Office reported no remaining Evolent Health position as of Q2 2019 after selling out during the quarter.
Pathstone Family Office sold 142 Evolent Health shares in Q2 2019, an estimated $2K.
Pathstone Family Office first reported a position in Evolent Health in Q1 2019 and held it in 1 quarter.
Pathstone Family Office's Evolent Health position peaked at $2K in Q1 2019.
183 funds tracked by Wall St. Rank held Evolent Health as of Q2 2019.

Based on Pathstone Family Office's 13F filing for Q2 2019, filed 14 Aug 2019.