SPC
EVH icon

Sigma Planning Corp’s Evolent Health EVH Stock Holding History

Sigma Planning Corp’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
2020
Q1 		– Sell
-10,053
Closed -$91K – 974
2019
Q4 		$91K Buy
+10,053
New +$81.7K ﹤0.01% 1014
2018
Q4 		– Sell
-10,115
Closed -$287K – 881
2018
Q3 		$287K Buy
+10,115
New +$241K 0.02% 715

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Sigma Planning Corp's EVH Position: Q1 2020 in Review

Sigma Planning Corp sold out of Evolent Health (EVH) in Q1 2020, closing a stake of 10,053 shares — an estimated $91K sold.

Sigma Planning Corp first reported a position in EVH in Q3 2018 and held it in 2 quarters. The position peaked at $287K in Q3 2018. 154 funds tracked by Wall St. Rank hold EVH as of Q1 2020.

  • Sigma Planning Corp reported no remaining Evolent Health position as of Q1 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 10,053 Evolent Health shares in Q1 2020, an estimated $91K.
  • Sigma Planning Corp first reported a position in Evolent Health in Q3 2018 and held it in 2 quarters.
  • Sigma Planning Corp's Evolent Health position peaked at $287K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Evolent Health as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.