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Chicago Partners Investment Group’s Evolent Health EVH Stock Holding History

Chicago Partners Investment 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
Q1 		– Sell
-13,643
Closed -$172K – 945
2024
Q4 		$172K Buy
13,643
+4,547
+50% +$79.9K 0.01% 823
2024
Q3 		$204K Sell
9,096
-1,019
-10% -$26.3K 0.01% 759
2024
Q2 		$240K Buy
10,115
+2,311
+30% +$59K 0.01% 656
2024
Q1 		$235K Buy
7,804
+453
+6% +$14.5K 0.01% 643
2023
Q4 		$228K Buy
+7,351
New +$208K 0.01% 614
2023
Q2 		– Sell
-5,750
Closed -$203K – 693
2023
Q1 		$203K Buy
+5,750
New +$182K 0.01% 612
2017
Q1 		– Sell
-300
Closed -$4K – 562
2016
Q4 		$4K Hold
300
– – ﹤0.01% 473
2016
Q3 		$7K Hold
300
– – ﹤0.01% 439
2016
Q2 		$6K Hold
300
– – ﹤0.01% 400
2016
Q1 		$3K Hold
300
– – ﹤0.01% 402
2015
Q4 		$4K Hold
300
– – ﹤0.01% 453
2015
Q3 		$5K Hold
300
– – ﹤0.01% 385
2015
Q2 		$6K Buy
+300
New +$5.59K ﹤0.01% 380

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

Chicago Partners Investment Group's EVH Position: Q1 2025 in Review

Chicago Partners Investment Group sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 13,643 shares — an estimated $172K sold.

Chicago Partners Investment Group first reported a position in EVH in Q2 2015 and held it in 13 quarters. The position peaked at $240K in Q2 2024. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • Chicago Partners Investment Group reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 13,643 Evolent Health shares in Q1 2025, an estimated $172K.
  • Chicago Partners Investment Group first reported a position in Evolent Health in Q2 2015 and held it in 13 quarters.
  • Chicago Partners Investment Group's Evolent Health position peaked at $240K in Q2 2024.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Chicago Partners Investment Group's 13F filing for Q1 2025, filed 9 May 2025.