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Spearhead Capital Advisors’s Evolent Health EVH Stock Holding History

Spearhead Capital Advisors’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
Q1 		– Sell
-23,630
Closed -$654K – 207
2021
Q4 		$654K Buy
23,630
+141
+0.6% +$4.04K 0.08% 81
2021
Q3 		$728K Sell
23,489
-79
-0.3% -$1.9K 0.1% 69
2021
Q2 		$498K Buy
23,568
+2,382
+11% +$47.7K 0.07% 99
2021
Q1 		$428K Buy
+21,186
New +$403K 0.06% 93

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Spearhead Capital Advisors's EVH Position: Q1 2022 in Review

Spearhead Capital Advisors sold out of Evolent Health (EVH) in Q1 2022, closing a stake of 23,630 shares — an estimated $654K sold.

Spearhead Capital Advisors first reported a position in EVH in Q1 2021 and held it in 4 quarters. The position peaked at $728K in Q3 2021. 218 funds tracked by Wall St. Rank hold EVH as of Q1 2022.

  • Spearhead Capital Advisors reported no remaining Evolent Health position as of Q1 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 23,630 Evolent Health shares in Q1 2022, an estimated $654K.
  • Spearhead Capital Advisors first reported a position in Evolent Health in Q1 2021 and held it in 4 quarters.
  • Spearhead Capital Advisors's Evolent Health position peaked at $728K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Evolent Health as of Q1 2022.

Based on Spearhead Capital Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.