Steward Financial Group’s Evolent Health EVH Stock Holding History

Steward Financial 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	$0	Buy	+23	New	+$639	﹤0.01%	1389
2023 Q2	–	Sell	-23	Closed	–	–	634
2023 Q1	$0	Buy	23 +13	+130%	+$411	﹤0.01%	785
2022 Q4	$0	Buy	+10	New	+$287	﹤0.01%	622
2022 Q3	–	Sell	-13	Closed	–	–	486
2022 Q2	$0	Buy	+13	New	+$379	﹤0.01%	1088

Other funds holding EVH

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RSCM

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

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

GIM

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

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Steward Financial Group's EVH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Evolent Health (EVH) in Q3 2023: 23 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EVH as recently as Q1 2023.

Steward Financial Group first reported a position in EVH in Q2 2022 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold EVH as of Q3 2023.

Steward Financial Group held 23 shares of Evolent Health worth $0 as of Q3 2023.
Evolent Health was a new Steward Financial Group position in Q3 2023.
Evolent Health made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1389 holding.
Steward Financial Group first reported a position in Evolent Health in Q2 2022 and has held it in 4 quarters since.
203 funds tracked by Wall St. Rank held Evolent Health as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.