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Clearstead Advisors’s Evolent Health EVH Stock Holding History

Clearstead 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
2025
Q1 		– Sell
-4,000
Closed -$45K – 2240
2024
Q4 		$45K Sell
4,000
-190
-5% -$3.34K ﹤0.01% 1183
2024
Q3 		$118K Hold
4,190
– – ﹤0.01% 989
2024
Q2 		$80.1K Buy
4,190
+190
+5% +$4.85K ﹤0.01% 1050
2024
Q1 		$95K Hold
4,000
– – ﹤0.01% 618
2023
Q4 		$132K Sell
4,000
-4,400
-52% -$124K 0.01% 527
2023
Q3 		$229K Buy
8,400
+4,200
+100% +$117K 0.01% 546
2023
Q2 		$127K Buy
+4,200
New +$136K 0.01% 517

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

Clearstead Advisors's EVH Position: Q1 2025 in Review

Clearstead Advisors sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 4,000 shares — an estimated $45K sold.

Clearstead Advisors first reported a position in EVH in Q2 2023 and held it in 7 quarters. The position peaked at $229K in Q3 2023. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • Clearstead Advisors reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 4,000 Evolent Health shares in Q1 2025, an estimated $45K.
  • Clearstead Advisors first reported a position in Evolent Health in Q2 2023 and held it in 7 quarters.
  • Clearstead Advisors's Evolent Health position peaked at $229K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.