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Altshuler Shaham’s Evolent Health EVH Stock Holding History

Altshuler Shaham’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
2024
Q4 		– Sell
-38,376
Closed -$1.09M – 385
2024
Q3 		$1.09M Sell
38,376
-7,500
-16% -$193K 0.07% 47
2024
Q2 		$877K Hold
45,876
– – 0.03% 51
2024
Q1 		$1.5M Buy
45,876
+5,267
+13% +$168K 0.06% 35
2023
Q4 		$1.34M Buy
40,609
+25,609
+171% +$725K 0.07% 32
2023
Q3 		$408K Buy
15,000
+3,000
+25% +$83.4K 0.01% 70
2023
Q2 		$364K Buy
+12,000
New +$388K 0.01% 82
2022
Q4 		– Sell
-694
Closed -$25K – 508
2022
Q3 		$25K Buy
+694
New +$24.4K ﹤0.01% 355

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Altshuler Shaham's EVH Position: Q4 2024 in Review

Altshuler Shaham sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 38,376 shares — an estimated $1.09M sold.

Altshuler Shaham first reported a position in EVH in Q3 2022 and held it in 7 quarters. The position peaked at $1.5M in Q1 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • Altshuler Shaham reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • Altshuler Shaham sold 38,376 Evolent Health shares in Q4 2024, an estimated $1.09M.
  • Altshuler Shaham first reported a position in Evolent Health in Q3 2022 and held it in 7 quarters.
  • Altshuler Shaham's Evolent Health position peaked at $1.5M in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Altshuler Shaham's 13F filing for Q4 2024, filed 13 Feb 2025.