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Bell Investment Advisors’s Evotec EVO Stock Holding History

Bell Investment Advisors’s Portfolio EVO Stock Details EVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-69
Closed -$252 – 1920
2024
Q3 		$252 Hold
69
– – ﹤0.01% 1847
2024
Q2 		$332 Hold
69
– – ﹤0.01% 1895
2024
Q1 		$541 Sell
69
-43
-38% -$338 ﹤0.01% 1800
2023
Q4 		$1.31K Buy
112
+46
+70% +$451 ﹤0.01% 1497
2023
Q3 		$652 Hold
66
– – ﹤0.01% 1690
2023
Q2 		$746 Buy
66
+44
+200% +$470 ﹤0.01% 1668
2023
Q1 		$230 Hold
22
– – ﹤0.01% 1900
2022
Q4 		$178 Hold
22
– – ﹤0.01% 1928
2022
Q3 		$0 Hold
22
– – ﹤0.01% 1794
2022
Q2 		$0 Buy
+22
New +$288 ﹤0.01% 1756
2021
Q4 		$1K Buy
+22
New +$513 ﹤0.01% 1423

Other funds holding EVO

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 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
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $2.87B AUM 26.77% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

Bell Investment Advisors's EVO Position: Q4 2024 in Review

Bell Investment Advisors sold out of Evotec (EVO) in Q4 2024, closing a stake of 69 shares — an estimated $252 sold.

Bell Investment Advisors first reported a position in EVO in Q4 2021 and held it in 11 quarters. The position peaked at $1.31K in Q4 2023. 26 funds tracked by Wall St. Rank hold EVO as of Q4 2024.

  • Bell Investment Advisors reported no remaining Evotec position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 69 Evotec shares in Q4 2024, an estimated $252.
  • Bell Investment Advisors first reported a position in Evotec in Q4 2021 and held it in 11 quarters.
  • Bell Investment Advisors's Evotec position peaked at $1.31K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Evotec as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.