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Annis Gardner Whiting Capital Advisors’s Evolent Health EVH Stock Holding History

Annis Gardner Whiting Capital 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
2024
Q4 		– Sell
-9,300
Closed -$263K – 790
2024
Q3 		$263K Hold
9,300
– – 0.07% 189
2024
Q2 		$178K Buy
9,300
+6,880
+284% +$176K 0.05% 224
2024
Q1 		$79.4K Buy
+2,420
New +$77.2K 0.03% 319

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $2.81B AUM 83.9% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's EVH Position: Q4 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 9,300 shares — an estimated $263K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EVH in Q1 2024 and held it in 3 quarters. The position peaked at $263K in Q3 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 9,300 Evolent Health shares in Q4 2024, an estimated $263K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Evolent Health in Q1 2024 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Evolent Health position peaked at $263K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.