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Cassaday & Co Wealth Management’s Evolent Health EVH Stock Holding History

Cassaday & Co 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
2024
Q4 		– Sell
-9,260
Closed -$262K – 324
2024
Q3 		$262K Buy
+9,260
New +$239K 0.01% 264

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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

Cassaday & Co Wealth Management's EVH Position: Q4 2024 in Review

Cassaday & Co Wealth Management sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 9,260 shares — an estimated $262K sold.

Cassaday & Co Wealth Management first reported a position in EVH in Q3 2024 and held it in 1 quarter. The position peaked at $262K in Q3 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • Cassaday & Co Wealth Management reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 9,260 Evolent Health shares in Q4 2024, an estimated $262K.
  • Cassaday & Co Wealth Management first reported a position in Evolent Health in Q3 2024 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Evolent Health position peaked at $262K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Cassaday & Co Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.