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Coppell Advisory Solutions’s Evolent Health EVH Stock Holding History

Coppell Advisory Solutions’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
-3
Closed -$33 – 803
2024
Q4 		$33 Hold
3
– – ﹤0.01% 1948
2024
Q3 		$88 Hold
3
– – ﹤0.01% 1799
2024
Q2 		$57 Buy
+3
New +$77 ﹤0.01% 1752

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

Coppell Advisory Solutions's EVH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 3 shares — an estimated $33 sold.

Coppell Advisory Solutions first reported a position in EVH in Q2 2024 and held it in 3 quarters. The position peaked at $88 in Q3 2024. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3 Evolent Health shares in Q1 2025, an estimated $33.
  • Coppell Advisory Solutions first reported a position in Evolent Health in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Evolent Health position peaked at $88 in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.