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Bruce G. Allen Investments’s Evolent Health EVH Stock Holding History

Bruce G. Allen Investments’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
-51
Closed -$574 – 1104
2024
Q4 		$574 Buy
51
+24
+89% +$422 ﹤0.01% 929
2024
Q3 		$764 Buy
+27
New +$696 ﹤0.01% 878

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

Bruce G. Allen Investments's EVH Position: Q1 2025 in Review

Bruce G. Allen Investments sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 51 shares — an estimated $574 sold.

Bruce G. Allen Investments first reported a position in EVH in Q3 2024 and held it in 2 quarters. The position peaked at $764 in Q3 2024. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • Bruce G. Allen Investments reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 51 Evolent Health shares in Q1 2025, an estimated $574.
  • Bruce G. Allen Investments first reported a position in Evolent Health in Q3 2024 and held it in 2 quarters.
  • Bruce G. Allen Investments's Evolent Health position peaked at $764 in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Bruce G. Allen Investments's 13F filing for Q1 2025, filed 14 Apr 2025.