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Blue Trust Inc’s Evolent Health EVH Stock Holding History

Blue Trust Inc’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
-70
Closed -$1.34K – 2605
2024
Q3 		$1.34K Buy
70
+36
+106% +$928 ﹤0.01% 2660
2024
Q2 		$1.11K Buy
+34
New +$868 ﹤0.01% 2537
2023
Q2 		– Sell
-7
Closed – – 2161
2023
Q1 		$0 Buy
+7
New +$221 ﹤0.01% 2406

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 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
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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Blue Trust Inc's EVH Position: Q4 2024 in Review

Blue Trust Inc sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 70 shares — an estimated $1.34K sold.

Blue Trust Inc first reported a position in EVH in Q1 2023 and held it in 3 quarters. The position peaked at $1.34K in Q3 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • Blue Trust Inc reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 70 Evolent Health shares in Q4 2024, an estimated $1.34K.
  • Blue Trust Inc first reported a position in Evolent Health in Q1 2023 and held it in 3 quarters.
  • Blue Trust Inc's Evolent Health position peaked at $1.34K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.