AWM
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Avior Wealth Management’s Evolent Health EVH Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-123
Closed -$1.38K – 1246
2024
Q4 		$1.38K Buy
123
+45
+58% +$791 ﹤0.01% 2168
2024
Q3 		$2.21K Hold
78
– – ﹤0.01% 1961
2024
Q2 		$1.49K Sell
78
-22
-22% -$562 ﹤0.01% 1984
2024
Q1 		$3.28K Buy
+100
New +$3.19K ﹤0.01% 2180

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 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
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Avior Wealth Management's EVH Position: Q1 2025 in Review

Avior Wealth Management sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 123 shares — an estimated $1.38K sold.

Avior Wealth Management first reported a position in EVH in Q1 2024 and held it in 4 quarters. The position peaked at $3.28K in Q1 2024. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • Avior Wealth Management reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 123 Evolent Health shares in Q1 2025, an estimated $1.38K.
  • Avior Wealth Management first reported a position in Evolent Health in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Evolent Health position peaked at $3.28K in Q1 2024.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.