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White Pine Investment Company’s Evolent Health EVH Stock Holding History

White Pine Investment Company’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
-385,947
Closed -$3.49M – 59
2019
Q4 		$3.49M Sell
385,947
-28,245
-7% -$229K 1.43% 31
2019
Q3 		$2.98M Buy
414,192
+242,827
+142% +$1.74M 1.35% 32
2019
Q2 		$1.36M Buy
171,365
+9,065
+6% +$107K 0.64% 39
2019
Q1 		$2.04M Buy
162,300
+4,625
+3% +$73.2K 1.02% 35
2018
Q4 		$3.15M Sell
157,675
-25
-0% -$578 1.68% 29
2018
Q3 		$4.48M Sell
157,700
-1,210
-0.8% -$28.9K 2.15% 23
2018
Q2 		$3.35M Sell
158,910
-6,110
-4% -$116K 1.73% 29
2018
Q1 		$2.35M Sell
165,020
-120
-0.1% -$1.72K 1.15% 35
2017
Q4 		$2.03M Buy
165,140
+65,890
+66% +$929K 1% 33
2017
Q3 		$1.77M Buy
99,250
+1,830
+2% +$37.7K 0.94% 34
2017
Q2 		$2.47M Sell
97,420
-50
-0.1% -$1.2K 1.32% 32
2017
Q1 		$2.17M Buy
97,470
+750
+0.8% +$14.4K 1.17% 36
2016
Q4 		$1.43M Buy
96,720
+64,750
+203% +$1.28M 0.77% 37
2016
Q3 		$787K Buy
+31,970
New +$747K 0.46% 43

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

White Pine Investment Company's EVH Position: Q1 2020 in Review

White Pine Investment Company sold out of Evolent Health (EVH) in Q1 2020, closing a stake of 385,947 shares — an estimated $3.49M sold.

White Pine Investment Company first reported a position in EVH in Q3 2016 and held it in 14 quarters. The position peaked at $4.48M in Q3 2018. 154 funds tracked by Wall St. Rank hold EVH as of Q1 2020.

  • White Pine Investment Company reported no remaining Evolent Health position as of Q1 2020 after selling out during the quarter.
  • White Pine Investment Company sold 385,947 Evolent Health shares in Q1 2020, an estimated $3.49M.
  • White Pine Investment Company first reported a position in Evolent Health in Q3 2016 and held it in 14 quarters.
  • White Pine Investment Company's Evolent Health position peaked at $4.48M in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Evolent Health as of Q1 2020.

Based on White Pine Investment Company's 13F filing for Q1 2020, filed 23 Apr 2020.