Polar Capital Holdings’s Evolent Health EVH Stock Holding History

Polar Capital Holdings’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
2023 Q4	–	Sell	-23,910	Closed	-$651K	–	287
2023 Q3	$651K	Sell	23,910 -22,763	-49%	-$633K	﹤0.01%	261
2023 Q2	$1.41M	Hold	46,673	–	–	0.01%	259
2023 Q1	$1.51M	Hold	46,673	–	–	0.01%	264
2022 Q4	$1.31M	Buy	46,673 +5,665	+14%	+$162K	0.01%	271
2022 Q3	$1.47K	Hold	41,008	–	–	0.01%	285
2022 Q2	$1.26K	Buy	41,008 +1,000	+2%	+$29.1K	0.01%	292
2022 Q1	$1.29K	Buy	40,008 +820	+2%	+$21.5K	0.01%	323
2021 Q4	$1.08K	Buy	39,188 +20,978	+115%	+$602K	﹤0.01%	324
2021 Q3	$565	Buy	+18,210	New	+$437K	﹤0.01%	334

Other funds holding EVH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Polar Capital Holdings's EVH Position: Q4 2023 in Review

Polar Capital Holdings sold out of Evolent Health (EVH) in Q4 2023, closing a stake of 23,910 shares — an estimated $651K sold.

Polar Capital Holdings first reported a position in EVH in Q3 2021 and held it in 9 quarters. The position peaked at $1.51M in Q1 2023. 234 funds tracked by Wall St. Rank hold EVH as of Q4 2023.

Polar Capital Holdings reported no remaining Evolent Health position as of Q4 2023 after selling out during the quarter.
Polar Capital Holdings sold 23,910 Evolent Health shares in Q4 2023, an estimated $651K.
Polar Capital Holdings first reported a position in Evolent Health in Q3 2021 and held it in 9 quarters.
Polar Capital Holdings's Evolent Health position peaked at $1.51M in Q1 2023.
234 funds tracked by Wall St. Rank held Evolent Health as of Q4 2023.

Based on Polar Capital Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.