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JFS Wealth Advisors’s Evolent Health EVH Stock Holding History

JFS Wealth 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
Q4 		– Sell
-3
Closed -$85 – 1964
2024
Q3 		$85 Sell
3
-13
-81% -$335 ﹤0.01% 1911
2024
Q2 		$306 Buy
+16
New +$409 ﹤0.01% 1862
2024
Q1 		– Sell
-5
Closed -$166 – 2010
2023
Q4 		$166 Sell
5
-17
-77% -$481 ﹤0.01% 1920
2023
Q3 		$600 Buy
22
+8
+57% +$222 ﹤0.01% 1713
2023
Q2 		$425 Hold
14
– – ﹤0.01% 1786
2023
Q1 		$455 Sell
14
-1
-7% -$32 ﹤0.01% 1732
2022
Q4 		$421 Sell
15
-2
-12% -$57 ﹤0.01% 1757
2022
Q3 		$1K Buy
17
+1
+6% +$35 ﹤0.01% 1539
2022
Q2 		$0 Buy
16
+6
+60% +$175 ﹤0.01% 1802
2022
Q1 		$0 Buy
10
+8
+400% +$209 ﹤0.01% 1867
2021
Q4 		$0 Buy
+2
New +$57 ﹤0.01% 1764

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

JFS Wealth Advisors's EVH Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 3 shares — an estimated $85 sold.

JFS Wealth Advisors first reported a position in EVH in Q4 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • JFS Wealth Advisors reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 3 Evolent Health shares in Q4 2024, an estimated $85.
  • JFS Wealth Advisors first reported a position in Evolent Health in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's Evolent Health position peaked at $1K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.