RG
EVH icon

Renaissance Group’s Evolent Health EVH Stock Holding History

Renaissance Group’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
Q3 		– Sell
-50,454
Closed -$1.53M – 271
2023
Q2 		$1.53M Buy
50,454
+2,817
+6% +$91.1K 0.07% 191
2023
Q1 		$1.55M Buy
47,637
+4,138
+10% +$131K 0.07% 176
2022
Q4 		$1.22M Sell
43,499
-927
-2% -$26.6K 0.06% 185
2022
Q3 		$1.6M Buy
+44,426
New +$1.57M 0.09% 121

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Renaissance Group's EVH Position: Q3 2023 in Review

Renaissance Group sold out of Evolent Health (EVH) in Q3 2023, closing a stake of 50,454 shares — an estimated $1.53M sold.

Renaissance Group first reported a position in EVH in Q3 2022 and held it in 4 quarters. The position peaked at $1.6M in Q3 2022. 203 funds tracked by Wall St. Rank hold EVH as of Q3 2023.

  • Renaissance Group reported no remaining Evolent Health position as of Q3 2023 after selling out during the quarter.
  • Renaissance Group sold 50,454 Evolent Health shares in Q3 2023, an estimated $1.53M.
  • Renaissance Group first reported a position in Evolent Health in Q3 2022 and held it in 4 quarters.
  • Renaissance Group's Evolent Health position peaked at $1.6M in Q3 2022.
  • 203 funds tracked by Wall St. Rank held Evolent Health as of Q3 2023.

Based on Renaissance Group's 13F filing for Q3 2023, filed 13 Nov 2023.