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CBIZ Investment Advisory Services’s Evotec EVO Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-840
Closed -$3.53K – 708
2025
Q2 		$3.53K Hold
840
– – ﹤0.01% 484
2025
Q1 		$2.81K Hold
840
– – ﹤0.01% 443
2024
Q4 		$3.49K Buy
+840
New +$3.52K ﹤0.01% 342

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBIZ Investment Advisory Services's EVO Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Evotec (EVO) in Q3 2025, closing a stake of 840 shares — an estimated $3.53K sold.

CBIZ Investment Advisory Services first reported a position in EVO in Q4 2024 and held it in 3 quarters. The position peaked at $3.53K in Q2 2025. 37 funds tracked by Wall St. Rank hold EVO as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Evotec position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 840 Evotec shares in Q3 2025, an estimated $3.53K.
  • CBIZ Investment Advisory Services first reported a position in Evotec in Q4 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Evotec position peaked at $3.53K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Evotec as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.