Covestor’s Evolent Health EVH Stock Holding History

Covestor’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
2026 Q1	$5K	Buy	2,168 +2,162	+36,033%	+$6.86K	﹤0.01%	1794
2025 Q4	$0	Hold	6	–	–	﹤0.01%	2392
2025 Q3	$0	Hold	6	–	–	﹤0.01%	2419
2025 Q2	$0	Sell	6 -889	-99%	-$8.16K	﹤0.01%	2354
2025 Q1	$8K	Buy	895 +87	+11%	+$879	0.01%	1612
2024 Q4	$9K	Sell	808 -616	-43%	-$10.8K	0.01%	1588
2024 Q3	$40K	Buy	1,424 +826	+138%	+$21.3K	0.03%	951
2024 Q2	$11K	Buy	598 +593	+11,860%	+$15.1K	0.01%	1460
2024 Q1	$0	Hold	5	–	–	﹤0.01%	2379
2023 Q4	$0	Sell	5 -1	-17%	-$28	﹤0.01%	2296
2023 Q3	$0	Sell	6 -1,481	-100%	-$41.2K	﹤0.01%	2274
2023 Q2	$45K	Sell	1,487 -207	-12%	-$6.69K	0.03%	824
2023 Q1	$55K	Buy	1,694 +1,194	+239%	+$37.8K	0.05%	672
2022 Q4	$14K	Buy	500 +493	+7,043%	+$14.1K	0.01%	1161
2022 Q3	$0	Sell	7 -4	-36%	-$141	﹤0.01%	2154
2022 Q2	$0	Sell	11 -8	-42%	-$233	﹤0.01%	2047
2022 Q1	$1K	Sell	19 -5	-21%	-$131	﹤0.01%	1793
2021 Q4	$1K	Buy	+24	New	+$688	﹤0.01%	1733

Other funds holding EVH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return