Janney Montgomery Scott
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Janney Montgomery Scott’s Evolent Health EVH Stock Holding History

Janney Montgomery Scott’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
-14,152
Closed -$400K – 2740
2024
Q3 		$400K Buy
+14,152
New +$365K ﹤0.01% 2115
2020
Q2 		– Sell
-11,305
Closed -$61K – 2009
2020
Q1 		$61K Buy
+11,305
New +$101K ﹤0.01% 1814

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

Janney Montgomery Scott's EVH Position: Q4 2024 in Review

Janney Montgomery Scott sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 14,152 shares — an estimated $400K sold.

Janney Montgomery Scott first reported a position in EVH in Q1 2020 and held it in 2 quarters. The position peaked at $400K in Q3 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • Janney Montgomery Scott reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 14,152 Evolent Health shares in Q4 2024, an estimated $400K.
  • Janney Montgomery Scott first reported a position in Evolent Health in Q1 2020 and held it in 2 quarters.
  • Janney Montgomery Scott's Evolent Health position peaked at $400K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.