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Amalgamated Bank’s Evolent Health EVH Stock Holding History

Amalgamated Bank’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
2026
Q1 		– Sell
-3,687
Closed -$15K – 2019
2025
Q4 		$15K Sell
3,687
-273
-7% -$1.52K ﹤0.01% 2238
2025
Q3 		$34K Hold
3,960
– – ﹤0.01% 1950
2025
Q2 		$45K Hold
3,960
– – ﹤0.01% 1850
2025
Q1 		$38K Buy
3,960
+14
+0.4% +$141 ﹤0.01% 1859
2024
Q4 		$44K Hold
3,946
– – ﹤0.01% 1865
2024
Q3 		$112K Hold
3,946
– – ﹤0.01% 1692
2024
Q2 		$75K Buy
3,946
+193
+5% +$4.93K ﹤0.01% 1772
2024
Q1 		$123K Sell
3,753
-12,153
-76% -$388K ﹤0.01% 1689
2023
Q4 		$525K Sell
15,906
-1,117
-7% -$31.6K ﹤0.01% 1426
2023
Q3 		$464K Buy
17,023
+1,500
+10% +$41.7K ﹤0.01% 1455
2023
Q2 		$470K Buy
15,523
+3,902
+34% +$126K ﹤0.01% 1468
2023
Q1 		$377K Sell
11,621
-1,877
-14% -$59.4K ﹤0.01% 1548
2022
Q4 		$379K Buy
13,498
+305
+2% +$8.74K ﹤0.01% 1590
2022
Q3 		$474K Buy
13,193
+212
+2% +$7.47K ﹤0.01% 1460
2022
Q2 		$399K Buy
12,981
+2,683
+26% +$78.2K ﹤0.01% 1569
2022
Q1 		$333K Sell
10,298
-660
-6% -$17.3K ﹤0.01% 1722
2021
Q4 		$303K Buy
10,958
+34
+0.3% +$975 ﹤0.01% 1810
2021
Q3 		$339K Sell
10,924
-717
-6% -$17.2K ﹤0.01% 1789
2021
Q2 		$246K Buy
+11,641
New +$233K ﹤0.01% 1960
2020
Q2 		– Sell
-11,636
Closed -$63K – 1528
2020
Q1 		$63K Sell
11,636
-176
-1% -$1.57K ﹤0.01% 1546
2019
Q4 		$107K Buy
11,812
+965
+9% +$7.84K ﹤0.01% 1726
2019
Q3 		$78K Sell
10,847
-102
-0.9% -$732 ﹤0.01% 1675
2019
Q2 		$87K Buy
+10,949
New +$130K ﹤0.01% 1700
2018
Q4 		– Sell
-7,924
Closed -$225K – 1641
2018
Q3 		$225K Buy
+7,924
New +$189K 0.01% 1263

Other funds holding EVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's EVH Position: Q1 2026 in Review

Amalgamated Bank sold out of Evolent Health (EVH) in Q1 2026, closing a stake of 3,687 shares — an estimated $15K sold.

Amalgamated Bank first reported a position in EVH in Q3 2018 and held it in 24 quarters. The position peaked at $525K in Q4 2023. 192 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Amalgamated Bank reported no remaining Evolent Health position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 3,687 Evolent Health shares in Q1 2026, an estimated $15K.
  • Amalgamated Bank first reported a position in Evolent Health in Q3 2018 and held it in 24 quarters.
  • Amalgamated Bank's Evolent Health position peaked at $525K in Q4 2023.
  • 192 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.