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Lindbrook Capital’s Evolent Health EVH Stock Holding History

Lindbrook Capital’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 		$33.7K Buy
3,558
+1,516
+74% +$15.3K ﹤0.01% 1142
2024
Q4 		$23K Sell
2,042
-258
-11% -$4.53K ﹤0.01% 1208
2024
Q3 		$65K Buy
2,300
+46
+2% +$1.19K 0.01% 705
2024
Q2 		$43.1K Sell
2,254
-84
-4% -$2.15K ﹤0.01% 856
2024
Q1 		$76.7K Hold
2,338
– – 0.01% 626
2023
Q4 		$77.2K Sell
2,338
-26
-1% -$736 0.01% 599
2023
Q3 		$64.4K Sell
2,364
-165
-7% -$4.59K 0.01% 598
2023
Q2 		$76.6K Sell
2,529
-45
-2% -$1.46K 0.01% 565
2023
Q1 		$83.5K Sell
2,574
-341
-12% -$10.8K 0.01% 532
2022
Q4 		$81.9K Sell
2,915
-408
-12% -$11.7K 0.01% 543
2022
Q3 		$119K Sell
3,323
-224
-6% -$7.89K 0.02% 397
2022
Q2 		$109K Sell
3,547
-8
-0.2% -$233 0.02% 424
2022
Q1 		$115K Sell
3,555
-2,298
-39% -$60.2K 0.02% 421
2021
Q4 		$162K Buy
5,853
+5,230
+839% +$150K 0.02% 355
2021
Q3 		$19K Hold
623
– – 0.01% 762
2021
Q2 		$13K Hold
623
– – ﹤0.01% 931
2021
Q1 		$13K Hold
623
– – ﹤0.01% 904
2020
Q4 		$10K Hold
623
– – ﹤0.01% 899
2020
Q3 		$8K Hold
623
– – ﹤0.01% 908
2020
Q2 		$4K Hold
623
– – ﹤0.01% 1149
2020
Q1 		$3K Buy
+623
New +$5.57K ﹤0.01% 1179

Other funds holding EVH

Vanguard Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Lindbrook Capital's EVH Position: Q1 2025 in Review

Lindbrook Capital increased its Evolent Health (EVH) stake by 74% in Q1 2025, buying an estimated $15.3K and bringing the position to 3,558 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Lindbrook Capital first reported a position in EVH in Q1 2020 and has held it in 21 quarters since. The position peaked at $162K in Q4 2021. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • Lindbrook Capital held 3,558 shares of Evolent Health worth $33.7K as of Q1 2025.
  • Lindbrook Capital bought 1,516 Evolent Health shares in Q1 2025, an estimated $15.3K.
  • Evolent Health made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1142 holding.
  • Lindbrook Capital first reported a position in Evolent Health in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's Evolent Health position peaked at $162K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.