DZ Bank
EVH icon

DZ Bank’s Evolent Health EVH Stock Holding History

DZ Bank’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
-27,753
Closed -$785K – 974
2024
Q3 		$785K Hold
27,753
– – ﹤0.01% 702
2024
Q2 		$531K Sell
27,753
-92,084
-77% -$2.35M ﹤0.01% 754
2024
Q1 		$3.93M Hold
119,837
– – ﹤0.01% 501
2023
Q4 		$3.96M Sell
119,837
-93,706
-44% -$2.65M ﹤0.01% 488
2023
Q3 		$5.81M Buy
213,543
+62,043
+41% +$1.72M 0.01% 435
2023
Q2 		$4.59M Buy
+151,500
New +$4.9M 0.01% 474
2018
Q2 		– Sell
-229,000
Closed -$3.26M – 925
2018
Q1 		$3.26M Buy
+229,000
New +$3.28M 0.01% 465

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $2.81B AUM 83.9% 1-Year Est. Return

DZ Bank's EVH Position: Q4 2024 in Review

DZ Bank sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 27,753 shares — an estimated $785K sold.

DZ Bank first reported a position in EVH in Q1 2018 and held it in 7 quarters. The position peaked at $5.81M in Q3 2023. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • DZ Bank reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • DZ Bank sold 27,753 Evolent Health shares in Q4 2024, an estimated $785K.
  • DZ Bank first reported a position in Evolent Health in Q1 2018 and held it in 7 quarters.
  • DZ Bank's Evolent Health position peaked at $5.81M in Q3 2023.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on DZ Bank's 13F filing for Q4 2024, filed 14 Feb 2025.