Retirement Group’s Evolent Health EVH Stock Holding History

Retirement 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
2022 Q3	–	Sell	-300	Closed	-$9K	–	580
2022 Q2	$9K	Hold	300	–	–	﹤0.01%	452
2022 Q1	$10K	Buy	+300	New	+$7.86K	﹤0.01%	464

Other funds holding EVH

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

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

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

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

GIM

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

Retirement Group's EVH Position: Q3 2022 in Review

Retirement Group sold out of Evolent Health (EVH) in Q3 2022, closing a stake of 300 shares — an estimated $9K sold.

Retirement Group first reported a position in EVH in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 251 funds tracked by Wall St. Rank hold EVH as of Q3 2022.

Retirement Group reported no remaining Evolent Health position as of Q3 2022 after selling out during the quarter.
Retirement Group sold 300 Evolent Health shares in Q3 2022, an estimated $9K.
Retirement Group first reported a position in Evolent Health in Q1 2022 and held it in 2 quarters.
Retirement Group's Evolent Health position peaked at $10K in Q1 2022.
251 funds tracked by Wall St. Rank held Evolent Health as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.