PCMC
EVH icon

Planning Capital Management Corporation’s Evolent Health EVH Stock Holding History

Planning Capital Management Corporation’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
Q3 		$13.9K Hold
491
– – 0.01% 383
2024
Q2 		$9.39K Hold
491
– – 0.01% 416
2024
Q1 		$16.1K Hold
491
– – 0.01% 333
2023
Q4 		$16.2K Buy
+491
New +$13.9K 0.01% 338

Other funds holding EVH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Planning Capital Management Corporation's EVH Position: Q3 2024 in Review

Planning Capital Management Corporation held its Evolent Health (EVH) position steady in Q3 2024 at 491 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #383.

Planning Capital Management Corporation first reported a position in EVH in Q4 2023 and has held it in 4 quarters since. The position peaked at $16.2K in Q4 2023. 262 funds tracked by Wall St. Rank hold EVH as of Q3 2024.

  • Planning Capital Management Corporation held 491 shares of Evolent Health worth $13.9K as of Q3 2024.
  • Planning Capital Management Corporation left its Evolent Health share count unchanged in Q3 2024.
  • Evolent Health made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #383 holding.
  • Planning Capital Management Corporation first reported a position in Evolent Health in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Evolent Health position peaked at $16.2K in Q4 2023.
  • 262 funds tracked by Wall St. Rank held Evolent Health as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.