Dimensional Fund Advisors’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.08M | Sell |
1,790,298
-517,486
| -22% | -$1.64M | ﹤0.01% | 2560 |
|
|
2025
Q4 | $9.23M | Sell |
2,307,784
-201,267
| -8% | -$1.12M | ﹤0.01% | 2312 |
|
|
2025
Q3 | $21.2M | Sell |
2,509,051
-265,267
| -10% | -$2.57M | ﹤0.01% | 1959 |
|
|
2025
Q2 | $31.2M | Sell |
2,774,318
-54,742
| -2% | -$503K | 0.01% | 1764 |
|
|
2025
Q1 | $26.8M | Sell |
2,829,060
-68,383
| -2% | -$691K | 0.01% | 1809 |
|
|
2024
Q4 | $32.6M | Buy |
2,897,443
+466,225
| +19% | +$8.19M | 0.01% | 1761 |
|
|
2024
Q3 | $68.8M | Buy |
2,431,218
+62,963
| +3% | +$1.62M | 0.02% | 1302 |
|
|
2024
Q2 | $45.3M | Buy |
2,368,255
+121,770
| +5% | +$3.11M | 0.01% | 1527 |
|
|
2024
Q1 | $73.7M | Buy |
2,246,485
+226,986
| +11% | +$7.24M | 0.02% | 1190 |
|
|
2023
Q4 | $66.7M | Sell |
2,019,499
-207,512
| -9% | -$5.87M | 0.02% | 1231 |
|
|
2023
Q3 | $60.6M | Sell |
2,227,011
-218,081
| -9% | -$6.06M | 0.02% | 1215 |
|
|
2023
Q2 | $74.1M | Sell |
2,445,092
-47,880
| -2% | -$1.55M | 0.02% | 1055 |
|
|
2023
Q1 | $80.9M | Sell |
2,492,972
-49,165
| -2% | -$1.55M | 0.03% | 975 |
|
|
2022
Q4 | $71.4K | Sell |
2,542,137
-118,635
| -4% | -$3.4M | 0.02% | 1026 |
|
|
2022
Q3 | $95.6M | Sell |
2,660,772
-18,724
| -0.7% | -$660K | 0.04% | 721 |
|
|
2022
Q2 | $82.3M | Sell |
2,679,496
-519,489
| -16% | -$15.1M | 0.03% | 879 |
|
|
2022
Q1 | $103M | Sell |
3,198,985
-102,416
| -3% | -$2.68M | 0.03% | 827 |
|
|
2021
Q4 | $91.3M | Sell |
3,301,401
-5,868
| -0.2% | -$168K | 0.03% | 955 |
|
|
2021
Q3 | $103M | Sell |
3,307,269
-62,217
| -2% | -$1.49M | 0.03% | 810 |
|
|
2021
Q2 | $71.2M | Sell |
3,369,486
-81,490
| -2% | -$1.63M | 0.02% | 1132 |
|
|
2021
Q1 | $69.7M | Sell |
3,450,976
-321,732
| -9% | -$6.12M | 0.02% | 1138 |
|
|
2020
Q4 | $60.5M | Sell |
3,772,708
-21,971
| -0.6% | -$290K | 0.02% | 1203 |
|
|
2020
Q3 | $47.1M | Buy |
3,794,679
+24,344
| +0.6% | +$286K | 0.02% | 1251 |
|
|
2020
Q2 | $26.8M | Sell |
3,770,335
-44,406
| -1% | -$297K | 0.01% | 1694 |
|
|
2020
Q1 | $20.7M | Buy |
3,814,741
+57,105
| +2% | +$510K | 0.01% | 1721 |
|
|
2019
Q4 | $34M | Buy |
3,757,636
+44,450
| +1% | +$361K | 0.01% | 1747 |
|
|
2019
Q3 | $26.7M | Buy |
3,713,186
+62,915
| +2% | +$451K | 0.01% | 1844 |
|
|
2019
Q2 | $29M | Buy |
3,650,271
+124,952
| +4% | +$1.48M | 0.01% | 1841 |
|
|
2019
Q1 | $44.3M | Buy |
3,525,319
+282,300
| +9% | +$4.47M | 0.02% | 1534 |
|
|
2018
Q4 | $64.7M | Buy |
3,243,019
+55,367
| +2% | +$1.28M | 0.03% | 960 |
|
|
2018
Q3 | $90.5M | Buy |
3,187,652
+368,932
| +13% | +$8.8M | 0.03% | 787 |
|
|
2018
Q2 | $59.3M | Buy |
2,818,720
+876,358
| +45% | +$16.6M | 0.02% | 1227 |
|
|
2018
Q1 | $27.7M | Buy |
1,942,362
+156,001
| +9% | +$2.23M | 0.01% | 1862 |
|
|
2017
Q4 | $22M | Buy |
1,786,361
+978,609
| +121% | +$13.8M | 0.01% | 2012 |
|
|
2017
Q3 | $14.4M | Buy |
807,752
+692,872
| +603% | +$14.3M | 0.01% | 2211 |
|
|
2017
Q2 | $2.91M | Buy |
+114,880
| New | +$2.76M | ﹤0.01% | 2760 |
|
Other funds holding EVH
CCM
RF
EC
VCM
RSCM
