Franklin Resources’s Evolent Health EVH Stock Holding History

Franklin Resources’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	-33,030	Closed	-$372K	–	2997
2024 Q4	$372K	Sell	33,030 -876,746	-96%	-$15.4M	﹤0.01%	2426
2024 Q3	$24.7M	Buy	909,776 +263,815	+41%	+$6.8M	0.01%	825
2024 Q2	$12.4M	Buy	645,961 +92,496	+17%	+$2.36M	﹤0.01%	1005
2024 Q1	$18.1M	Buy	553,465 +546,844	+8,259%	+$17.5M	0.01%	897
2023 Q4	$219K	Buy	+6,621	New	+$187K	﹤0.01%	2317

Other funds holding EVH

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Franklin Resources's EVH Position: Q1 2025 in Review

Franklin Resources sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 33,030 shares — an estimated $372K sold.

Franklin Resources first reported a position in EVH in Q4 2023 and held it in 5 quarters. The position peaked at $24.7M in Q3 2024. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

Franklin Resources reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
Franklin Resources sold 33,030 Evolent Health shares in Q1 2025, an estimated $372K.
Franklin Resources first reported a position in Evolent Health in Q4 2023 and held it in 5 quarters.
Franklin Resources's Evolent Health position peaked at $24.7M in Q3 2024.
227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Franklin Resources's 13F filing for Q1 2025, filed 13 May 2025.