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Yarbrough Capital’s Evolent Health EVH Stock Holding History

Yarbrough 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
2023
Q1 		– Sell
-15,444
Closed -$434K – 209
2022
Q4 		$434K Hold
15,444
– – 0.03% 109
2022
Q3 		$555K Hold
15,444
– – 0.04% 103
2022
Q2 		$474K Sell
15,444
-8,846
-36% -$258K 0.04% 112
2022
Q1 		$785K Buy
24,290
+8,846
+57% +$232K 0.04% 110
2021
Q4 		$427K Buy
+15,444
New +$443K 0.02% 151

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Yarbrough Capital's EVH Position: Q1 2023 in Review

Yarbrough Capital sold out of Evolent Health (EVH) in Q1 2023, closing a stake of 15,444 shares — an estimated $434K sold.

Yarbrough Capital first reported a position in EVH in Q4 2021 and held it in 5 quarters. The position peaked at $785K in Q1 2022. 240 funds tracked by Wall St. Rank hold EVH as of Q1 2023.

  • Yarbrough Capital reported no remaining Evolent Health position as of Q1 2023 after selling out during the quarter.
  • Yarbrough Capital sold 15,444 Evolent Health shares in Q1 2023, an estimated $434K.
  • Yarbrough Capital first reported a position in Evolent Health in Q4 2021 and held it in 5 quarters.
  • Yarbrough Capital's Evolent Health position peaked at $785K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q1 2023.

Based on Yarbrough Capital's 13F filing for Q1 2023, filed 13 Apr 2023.