BG
EVH icon

Bellevue Group’s Evolent Health EVH Stock Holding History

Bellevue Group’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
Q2 		– Sell
-614,337
Closed -$5.82M – 148
2025
Q1 		$5.82M Sell
614,337
-499,321
-45% -$5.04M 0.13% 82
2024
Q4 		$12.5M Sell
1,113,658
-1,556,392
-58% -$27.4M 0.24% 74
2024
Q3 		$75.5M Buy
2,670,050
+1,000,215
+60% +$25.8M 1.22% 24
2024
Q2 		$31.9M Buy
1,669,835
+186,739
+13% +$4.77M 0.52% 55
2024
Q1 		$48.6M Sell
1,483,096
-893,896
-38% -$28.5M 0.74% 41
2023
Q4 		$78.5M Sell
2,376,992
-1,300,123
-35% -$36.8M 1.2% 22
2023
Q3 		$100M Buy
3,677,115
+228,793
+7% +$6.36M 1.61% 16
2023
Q2 		$104M Buy
3,448,322
+1,257,175
+57% +$40.7M 1.49% 19
2023
Q1 		$71.1M Buy
2,191,147
+207,494
+10% +$6.56M 1.03% 33
2022
Q4 		$55.7M Buy
1,983,653
+114,598
+6% +$3.29M 0.74% 43
2022
Q3 		$67.2M Sell
1,869,055
-149,466
-7% -$5.27M 0.96% 37
2022
Q2 		$62M Sell
2,018,521
-593,742
-23% -$17.3M 0.88% 38
2022
Q1 		$84.4M Buy
2,612,263
+2,970
+0.1% +$77.8K 0.98% 36
2021
Q4 		$72.2M Sell
2,609,293
-423,385
-14% -$12.1M 0.74% 46
2021
Q3 		$94M Sell
3,032,678
-605,733
-17% -$14.5M 0.95% 38
2021
Q2 		$76.8M Buy
3,638,411
+109,864
+3% +$2.2M 0.75% 43
2021
Q1 		$71.3M Buy
3,528,547
+379,436
+12% +$7.22M 0.75% 44
2020
Q4 		$50.5M Sell
3,149,111
-124,214
-4% -$1.64M 0.58% 53
2020
Q3 		$40.6M Sell
3,273,325
-1,755,038
-35% -$20.6M 0.56% 51
2020
Q2 		$35.8M Buy
5,028,363
+447,905
+10% +$3M 0.51% 50
2020
Q1 		$24.9M Buy
4,580,458
+1,031,845
+29% +$9.22M 0.48% 55
2019
Q4 		$32.1M Buy
3,548,613
+523,591
+17% +$4.25M 0.51% 51
2019
Q3 		$21.8M Buy
3,025,022
+676,022
+29% +$4.85M 0.4% 54
2019
Q2 		$18.7M Buy
2,349,000
+940,763
+67% +$11.1M 0.32% 59
2019
Q1 		$17.7M Buy
1,408,237
+1,362,967
+3,011% +$21.6M 0.97% 32
2018
Q4 		$903K Buy
+45,270
New +$1.05M 0.06% 120

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bellevue Group's EVH Position: Q2 2025 in Review

Bellevue Group sold out of Evolent Health (EVH) in Q2 2025, closing a stake of 614,337 shares — an estimated $5.82M sold.

Bellevue Group first reported a position in EVH in Q4 2018 and held it in 26 quarters. The position peaked at $104M in Q2 2023. 220 funds tracked by Wall St. Rank hold EVH as of Q2 2025.

  • Bellevue Group reported no remaining Evolent Health position as of Q2 2025 after selling out during the quarter.
  • Bellevue Group sold 614,337 Evolent Health shares in Q2 2025, an estimated $5.82M.
  • Bellevue Group first reported a position in Evolent Health in Q4 2018 and held it in 26 quarters.
  • Bellevue Group's Evolent Health position peaked at $104M in Q2 2023.
  • 220 funds tracked by Wall St. Rank held Evolent Health as of Q2 2025.

Based on Bellevue Group's 13F filing for Q2 2025, filed 14 Aug 2025.