Systematic Financial Management’s Evolent Health EVH Stock Holding History

Systematic Financial Management’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
2019 Q1	–	Sell	-14,235	Closed	-$284K	–	647
2018 Q4	$284K	Sell	14,235 -6,535	-31%	-$151K	0.01%	596
2018 Q3	$590K	Buy	20,770 +2,000	+11%	+$47.7K	0.01%	590
2018 Q2	$395K	Hold	18,770	–	–	0.01%	599
2018 Q1	$267K	Hold	18,770	–	–	0.01%	616
2017 Q4	$231K	Sell	18,770 -7,345	-28%	-$104K	﹤0.01%	620
2017 Q3	$465K	Sell	26,115 -161,675	-86%	-$3.33M	0.01%	587
2017 Q2	$4.76M	Sell	187,790 -815	-0.4%	-$19.6K	0.09%	255
2017 Q1	$4.21M	Sell	188,605 -1,525	-0.8%	-$29.3K	0.07%	267
2016 Q4	$2.81M	Buy	190,130 +19,210	+11%	+$378K	0.04%	324
2016 Q3	$4.21M	Sell	170,920 -10,355	-6%	-$242K	0.06%	284
2016 Q2	$3.48M	Buy	+181,275	New	+$2.49M	0.05%	289

Other funds holding EVH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EAM

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Systematic Financial Management's EVH Position: Q1 2019 in Review

Systematic Financial Management sold out of Evolent Health (EVH) in Q1 2019, closing a stake of 14,235 shares — an estimated $284K sold.

Systematic Financial Management first reported a position in EVH in Q2 2016 and held it in 11 quarters. The position peaked at $4.76M in Q2 2017. 192 funds tracked by Wall St. Rank hold EVH as of Q1 2019.

Systematic Financial Management reported no remaining Evolent Health position as of Q1 2019 after selling out during the quarter.
Systematic Financial Management sold 14,235 Evolent Health shares in Q1 2019, an estimated $284K.
Systematic Financial Management first reported a position in Evolent Health in Q2 2016 and held it in 11 quarters.
Systematic Financial Management's Evolent Health position peaked at $4.76M in Q2 2017.
192 funds tracked by Wall St. Rank held Evolent Health as of Q1 2019.

Based on Systematic Financial Management's 13F filing for Q1 2019, filed 3 May 2019.