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Perfromance Wealth Partners’s Evolent Health EVH Stock Holding History

Perfromance Wealth 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
2024
Q1 		– Sell
-19,282
Closed -$637K – 174
2023
Q4 		$637K Sell
19,282
-1,805
-9% -$51.1K 0.03% 87
2023
Q3 		$574K Sell
21,087
-2,298
-10% -$63.9K 0.03% 95
2023
Q2 		$683K Sell
23,385
-100
-0.4% -$3.23K 0.03% 95
2023
Q1 		$762K Buy
+23,485
New +$743K 0.04% 88

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Perfromance Wealth Partners's EVH Position: Q1 2024 in Review

Perfromance Wealth Partners sold out of Evolent Health (EVH) in Q1 2024, closing a stake of 19,282 shares — an estimated $637K sold.

Perfromance Wealth Partners first reported a position in EVH in Q1 2023 and held it in 4 quarters. The position peaked at $762K in Q1 2023. 251 funds tracked by Wall St. Rank hold EVH as of Q1 2024.

  • Perfromance Wealth Partners reported no remaining Evolent Health position as of Q1 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 19,282 Evolent Health shares in Q1 2024, an estimated $637K.
  • Perfromance Wealth Partners first reported a position in Evolent Health in Q1 2023 and held it in 4 quarters.
  • Perfromance Wealth Partners's Evolent Health position peaked at $762K in Q1 2023.
  • 251 funds tracked by Wall St. Rank held Evolent Health as of Q1 2024.

Based on Perfromance Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.