Citigroup
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Citigroup’s Evolent Health EVH Stock Holding History

Citigroup’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
-71,800
Closed -$2.03M – 5870
2024
Q3 		$2.03M Buy
+71,800
New +$1.85M ﹤0.01% 2654
2021
Q4 		– Sell
-50,000
Closed -$1.55M – 5897
2021
Q3 		$1.55M Buy
+50,000
New +$1.2M ﹤0.01% 2741

Other funds holding EVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citigroup's EVH Position: Q2 2026 in Review

Citigroup reduced its Evolent Health (EVH) stake by 43% in Q2 2026, selling an estimated $1.33M and leaving 465,146 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Citigroup first reported a position in EVH in Q2 2015 and has held it in 45 quarters since. The position peaked at $9.18M in Q2 2019. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Citigroup held 465,146 shares of Evolent Health worth $2.52M as of Q2 2026.
  • Citigroup sold 346,949 Evolent Health shares in Q2 2026, an estimated $1.33M.
  • Evolent Health made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #2756 holding.
  • Citigroup first reported a position in Evolent Health in Q2 2015 and has held it in 45 quarters since.
  • Citigroup's Evolent Health position peaked at $9.18M in Q2 2019.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.