Wipfli Financial Advisors’s Evolent Health EVH Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$6K	Buy	+176	New	+$6.2K	﹤0.01%	2009

Other funds holding EVH

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

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

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

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

GIM

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

Wipfli Financial Advisors's EVH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Evolent Health (EVH) in Q3 2022: 176 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2009 among its holdings.

251 funds tracked by Wall St. Rank hold EVH as of Q3 2022.

Wipfli Financial Advisors held 176 shares of Evolent Health worth $6K as of Q3 2022.
Evolent Health was a new Wipfli Financial Advisors position in Q3 2022.
Evolent Health made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2009 holding.
251 funds tracked by Wall St. Rank held Evolent Health as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.