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Thornburg Investment Management’s Evolent Health EVH Stock Holding History

Thornburg Investment 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
2018
Q3 		– Sell
-761,259
Closed -$16M – 166
2018
Q2 		$16M Sell
761,259
-1,091,567
-59% -$20.7M 0.12% 146
2018
Q1 		$26.4M Buy
1,852,826
+306,010
+20% +$4.38M 0.2% 99
2017
Q4 		$19M Buy
+1,546,816
New +$21.8M 0.13% 133

Other funds holding EVH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Thornburg Investment Management's EVH Position: Q3 2018 in Review

Thornburg Investment Management sold out of Evolent Health (EVH) in Q3 2018, closing a stake of 761,259 shares — an estimated $16M sold.

Thornburg Investment Management first reported a position in EVH in Q4 2017 and held it in 3 quarters. The position peaked at $26.4M in Q1 2018. 187 funds tracked by Wall St. Rank hold EVH as of Q3 2018.

  • Thornburg Investment Management reported no remaining Evolent Health position as of Q3 2018 after selling out during the quarter.
  • Thornburg Investment Management sold 761,259 Evolent Health shares in Q3 2018, an estimated $16M.
  • Thornburg Investment Management first reported a position in Evolent Health in Q4 2017 and held it in 3 quarters.
  • Thornburg Investment Management's Evolent Health position peaked at $26.4M in Q1 2018.
  • 187 funds tracked by Wall St. Rank held Evolent Health as of Q3 2018.

Based on Thornburg Investment Management's 13F filing for Q3 2018, filed 2 Nov 2018.