SGI
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Summit Global Investments’s Evolent Health EVH Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-16,200
Closed -$526K – 564
2023
Q1 		$526K Sell
16,200
-7,700
-32% -$243K 0.04% 335
2022
Q4 		$671K Sell
23,900
-393
-2% -$11.3K 0.06% 267
2022
Q3 		$873K Sell
24,293
-93,325
-79% -$3.29M 0.08% 211
2022
Q2 		$3.61M Buy
117,618
+5,821
+5% +$170K 0.32% 83
2022
Q1 		$3.61M Buy
111,797
+18,797
+20% +$492K 0.27% 94
2021
Q4 		$2.57M Buy
+93,000
New +$2.67M 0.17% 122

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Summit Global Investments's EVH Position: Q2 2023 in Review

Summit Global Investments sold out of Evolent Health (EVH) in Q2 2023, closing a stake of 16,200 shares — an estimated $526K sold.

Summit Global Investments first reported a position in EVH in Q4 2021 and held it in 6 quarters. The position peaked at $3.61M in Q2 2022. 217 funds tracked by Wall St. Rank hold EVH as of Q2 2023.

  • Summit Global Investments reported no remaining Evolent Health position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 16,200 Evolent Health shares in Q2 2023, an estimated $526K.
  • Summit Global Investments first reported a position in Evolent Health in Q4 2021 and held it in 6 quarters.
  • Summit Global Investments's Evolent Health position peaked at $3.61M in Q2 2022.
  • 217 funds tracked by Wall St. Rank held Evolent Health as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.