Johnson Investment Counsel’s Evolent Health EVH Stock Holding History

Johnson Investment Counsel’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	-11,607	Closed	-$131K	–	814
2024 Q4	$131K	Buy	11,607 +2,542	+28%	+$44.7K	﹤0.01%	770
2024 Q3	$256K	Buy	+9,065	New	+$234K	﹤0.01%	688
2024 Q1	–	Sell	-6,341	Closed	-$209K	–	772
2023 Q4	$209K	Buy	+6,341	New	+$179K	﹤0.01%	669

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

Johnson Investment Counsel's EVH Position: Q1 2025 in Review

Johnson Investment Counsel sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 11,607 shares — an estimated $131K sold.

Johnson Investment Counsel first reported a position in EVH in Q4 2023 and held it in 3 quarters. The position peaked at $256K in Q3 2024. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

Johnson Investment Counsel reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
Johnson Investment Counsel sold 11,607 Evolent Health shares in Q1 2025, an estimated $131K.
Johnson Investment Counsel first reported a position in Evolent Health in Q4 2023 and held it in 3 quarters.
Johnson Investment Counsel's Evolent Health position peaked at $256K in Q3 2024.
227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Johnson Investment Counsel's 13F filing for Q1 2025, filed 21 Apr 2025.