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Evolent Health shares owned by HB Wealth Management

Quarter-by-quarter ownership of Evolent Health (EVH) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Evolent Health

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All positions including Evolent Health held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evolent Health by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 37k 28.28
2024-06-30 $913k 48k 19.12
2024-03-31 $1.4M 43k 32.79
2023-12-31 $1.4M 43k 33.03

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding Evolent Health

Vanguard Group
BlackRock
BlackRock
RA Capital Management
William Blair Investment Management
Jpmorgan Chase & Co
Rock Springs Capital Management
Engaged Capital
Eventide Asset Management
State Street Corporation
Bellevue Group
Geode Capital Management
Dimensional Fund Advisors
Lazard Asset Management
First Light Asset Management

View all funds holding Evolent Health