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Tompkins Financial’s Evolent Health EVH Stock Holding History

Tompkins Financial’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
Q4 		– Sell
-1,217
Closed -$9K – 406
2019
Q3 		$9K Hold
1,217
– – ﹤0.01% 315
2019
Q2 		$10K Hold
1,217
– – ﹤0.01% 321
2019
Q1 		$15K Hold
1,217
– – ﹤0.01% 328
2018
Q4 		$24K Hold
1,217
– – 0.01% 286
2018
Q3 		$35K Sell
1,217
-94
-7% -$2.24K 0.01% 273
2018
Q2 		$28K Buy
1,311
+540
+70% +$10.2K 0.01% 311
2018
Q1 		$11K Buy
+771
New +$11K ﹤0.01% 357
2017
Q4 		– Sell
-745
Closed -$13K – 410
2017
Q3 		$13K Hold
745
– – ﹤0.01% 322
2017
Q2 		$19K Buy
+745
New +$17.9K ﹤0.01% 281

Other funds holding EVH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RP
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

Tompkins Financial's EVH Position: Q4 2019 in Review

Tompkins Financial sold out of Evolent Health (EVH) in Q4 2019, closing a stake of 1,217 shares — an estimated $9K sold.

Tompkins Financial first reported a position in EVH in Q2 2017 and held it in 9 quarters. The position peaked at $35K in Q3 2018. 167 funds tracked by Wall St. Rank hold EVH as of Q4 2019.

  • Tompkins Financial reported no remaining Evolent Health position as of Q4 2019 after selling out during the quarter.
  • Tompkins Financial sold 1,217 Evolent Health shares in Q4 2019, an estimated $9K.
  • Tompkins Financial first reported a position in Evolent Health in Q2 2017 and held it in 9 quarters.
  • Tompkins Financial's Evolent Health position peaked at $35K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Evolent Health as of Q4 2019.

Based on Tompkins Financial's 13F filing for Q4 2019, filed 15 Jan 2020.