HighTower Advisors
EVH icon

HighTower Advisors’s Evolent Health EVH Stock Holding History

HighTower Advisors’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
Q2 		– Sell
-70,211
Closed -$2.31M – 3761
2024
Q1 		$2.31M Sell
70,211
-43,975
-39% -$1.4M ﹤0.01% 1357
2023
Q4 		$3.76M Buy
114,186
+105,459
+1,208% +$2.98M 0.01% 1109
2023
Q3 		$237K Sell
8,727
-243
-3% -$6.75K ﹤0.01% 2779
2023
Q2 		$271K Sell
8,970
-550
-6% -$17.8K ﹤0.01% 2633
2023
Q1 		$308K Buy
+9,520
New +$301K ﹤0.01% 2435
2022
Q3 		– Sell
-6,596
Closed -$201K – 3217
2022
Q2 		$201K Sell
6,596
-2,552
-28% -$74.4K ﹤0.01% 2635
2022
Q1 		$296K Buy
+9,148
New +$240K ﹤0.01% 2535
2021
Q4 		– Sell
-7,130
Closed -$222K – 3347
2021
Q3 		$222K Buy
+7,130
New +$171K ﹤0.01% 2633
2020
Q2 		– Sell
-21,401
Closed -$102K – 2458
2020
Q1 		$102K Buy
21,401
+10,555
+97% +$94.3K ﹤0.01% 1935
2019
Q4 		$84K Sell
10,846
-9,355
-46% -$76K ﹤0.01% 2091
2019
Q3 		$136K Buy
20,201
+3,747
+23% +$26.9K ﹤0.01% 2132
2019
Q2 		$124K Buy
16,454
+522
+3% +$6.18K ﹤0.01% 2137
2019
Q1 		$203K Buy
15,932
+1,996
+14% +$31.6K ﹤0.01% 1955
2018
Q4 		$283K Buy
13,936
+5,552
+66% +$128K ﹤0.01% 1641
2018
Q3 		$240K Buy
+8,384
New +$200K ﹤0.01% 1844

Other funds holding EVH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

HighTower Advisors's EVH Position: Q2 2024 in Review

HighTower Advisors sold out of Evolent Health (EVH) in Q2 2024, closing a stake of 70,211 shares — an estimated $2.31M sold.

HighTower Advisors first reported a position in EVH in Q3 2018 and held it in 15 quarters. The position peaked at $3.76M in Q4 2023. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • HighTower Advisors reported no remaining Evolent Health position as of Q2 2024 after selling out during the quarter.
  • HighTower Advisors sold 70,211 Evolent Health shares in Q2 2024, an estimated $2.31M.
  • HighTower Advisors first reported a position in Evolent Health in Q3 2018 and held it in 15 quarters.
  • HighTower Advisors's Evolent Health position peaked at $3.76M in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.