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Weld Capital Management’s Evolent Health EVH Stock Holding History

Weld Capital 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
2020
Q1 		– Sell
-51,496
Closed -$466K – 515
2019
Q4 		$466K Buy
51,496
+990
+2% +$8.04K 0.09% 374
2019
Q3 		$363K Buy
50,506
+19,286
+62% +$138K 0.07% 501
2019
Q2 		$248K Buy
+31,220
New +$370K 0.05% 599

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
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

Weld Capital Management's EVH Position: Q1 2020 in Review

Weld Capital Management sold out of Evolent Health (EVH) in Q1 2020, closing a stake of 51,496 shares — an estimated $466K sold.

Weld Capital Management first reported a position in EVH in Q2 2019 and held it in 3 quarters. The position peaked at $466K in Q4 2019. 154 funds tracked by Wall St. Rank hold EVH as of Q1 2020.

  • Weld Capital Management reported no remaining Evolent Health position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 51,496 Evolent Health shares in Q1 2020, an estimated $466K.
  • Weld Capital Management first reported a position in Evolent Health in Q2 2019 and held it in 3 quarters.
  • Weld Capital Management's Evolent Health position peaked at $466K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Evolent Health as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.