Private Ocean’s Evolent Health EVH Stock Holding History

Private Ocean’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
2021 Q4	–	Sell	-500	Closed	-$16K	–	608
2021 Q3	$16K	Buy	+500	New	+$12K	﹤0.01%	372

Other funds holding EVH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GIM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Private Ocean's EVH Position: Q4 2021 in Review

Private Ocean sold out of Evolent Health (EVH) in Q4 2021, closing a stake of 500 shares — an estimated $16K sold.

Private Ocean first reported a position in EVH in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 207 funds tracked by Wall St. Rank hold EVH as of Q4 2021.

Private Ocean reported no remaining Evolent Health position as of Q4 2021 after selling out during the quarter.
Private Ocean sold 500 Evolent Health shares in Q4 2021, an estimated $16K.
Private Ocean first reported a position in Evolent Health in Q3 2021 and held it in 1 quarter.
Private Ocean's Evolent Health position peaked at $16K in Q3 2021.
207 funds tracked by Wall St. Rank held Evolent Health as of Q4 2021.

Based on Private Ocean's 13F filing for Q4 2021, filed 25 Jan 2022.