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CVA Family Office’s Evolent Health EVH Stock Holding History

CVA Family Office’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
-15
Closed -$424 – 1306
2024
Q3 		$424 Buy
+15
New +$387 ﹤0.01% 1244
2022
Q1 		– Sell
-232
Closed -$6K – 960
2021
Q4 		$6K Buy
+232
New +$6.66K ﹤0.01% 721
2021
Q3 		– Sell
-490
Closed -$10K – 522
2021
Q2 		$10K Buy
+490
New +$9.81K ﹤0.01% 644

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EC
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
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
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

CVA Family Office's EVH Position: Q4 2024 in Review

CVA Family Office sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 15 shares — an estimated $424 sold.

CVA Family Office first reported a position in EVH in Q2 2021 and held it in 3 quarters. The position peaked at $10K in Q2 2021. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • CVA Family Office reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • CVA Family Office sold 15 Evolent Health shares in Q4 2024, an estimated $424.
  • CVA Family Office first reported a position in Evolent Health in Q2 2021 and held it in 3 quarters.
  • CVA Family Office's Evolent Health position peaked at $10K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on CVA Family Office's 13F filing for Q4 2024, filed 7 Jan 2025.