Sterling Investment Advisors (Pennsylvania)’s Evolent Health EVH Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-200	Closed	-$1K	–	403
2019 Q4	$1K	Hold	200	–	–	﹤0.01%	394
2019 Q3	$1K	Hold	200	–	–	﹤0.01%	406
2019 Q2	$2K	Hold	200	–	–	﹤0.01%	390
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	378
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	371
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	376
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	354
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	348
2017 Q4	$2K	Hold	200	–	–	﹤0.01%	330
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	316
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	322
2017 Q1	$4K	Hold	200	–	–	﹤0.01%	308
2016 Q4	$3K	Buy	+200	New	+$3.94K	﹤0.01%	283

Other funds holding EVH

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s EVH Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Evolent Health (EVH) in Q1 2020, closing a stake of 200 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in EVH in Q4 2016 and held it in 13 quarters. The position peaked at $6K in Q3 2018. 154 funds tracked by Wall St. Rank hold EVH as of Q1 2020.

Sterling Investment Advisors (Pennsylvania) reported no remaining Evolent Health position as of Q1 2020 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 200 Evolent Health shares in Q1 2020, an estimated $1K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Evolent Health in Q4 2016 and held it in 13 quarters.
Sterling Investment Advisors (Pennsylvania)'s Evolent Health position peaked at $6K in Q3 2018.
154 funds tracked by Wall St. Rank held Evolent Health as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.