Claris Advisors’s Evolent Health EVH Stock Holding History

Claris Advisors’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	-2	Closed	-$57	–	413
2024 Q3	$57	Buy	+2	New	+$52	﹤0.01%	1187

Other funds holding EVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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

Claris Advisors's EVH Position: Q4 2024 in Review

Claris Advisors sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 2 shares — an estimated $57 sold.

Claris Advisors first reported a position in EVH in Q3 2024 and held it in 1 quarter. The position peaked at $57 in Q3 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

Claris Advisors reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Evolent Health shares in Q4 2024, an estimated $57.
Claris Advisors first reported a position in Evolent Health in Q3 2024 and held it in 1 quarter.
Claris Advisors's Evolent Health position peaked at $57 in Q3 2024.
240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.