TwinBeech Capital’s Evolent Health EVH Stock Holding History

TwinBeech Capital’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
2024 Q3	–	Sell	-213,752	Closed	-$4.09M	–	734
2024 Q2	$4.09M	Buy	213,752 +193,079	+934%	+$4.93M	0.08%	251
2024 Q1	$678K	Buy	+20,673	New	+$660K	0.01%	445
2023 Q1	–	Sell	-55,218	Closed	-$1.55M	–	702
2022 Q4	$1.55M	Buy	+55,218	New	+$1.58M	0.03%	466
2022 Q2	–	Sell	-28,535	Closed	-$922K	–	565
2022 Q1	$922K	Buy	+28,535	New	+$747K	0.04%	331

Other funds holding EVH

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

GIM

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

TwinBeech Capital's EVH Position: Q3 2024 in Review

TwinBeech Capital sold out of Evolent Health (EVH) in Q3 2024, closing a stake of 213,752 shares — an estimated $4.09M sold.

TwinBeech Capital first reported a position in EVH in Q1 2022 and held it in 4 quarters. The position peaked at $4.09M in Q2 2024. 262 funds tracked by Wall St. Rank hold EVH as of Q3 2024.

TwinBeech Capital reported no remaining Evolent Health position as of Q3 2024 after selling out during the quarter.
TwinBeech Capital sold 213,752 Evolent Health shares in Q3 2024, an estimated $4.09M.
TwinBeech Capital first reported a position in Evolent Health in Q1 2022 and held it in 4 quarters.
TwinBeech Capital's Evolent Health position peaked at $4.09M in Q2 2024.
262 funds tracked by Wall St. Rank held Evolent Health as of Q3 2024.

Based on TwinBeech Capital's 13F filing for Q3 2024, filed 14 Nov 2024.