LMR Partners’s Evolent Health EVH Stock Holding History

LMR Partners’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	-400,000	Closed	-$11.3M	–	1324
2024 Q3	$11.3M	Buy	+400,000	New	+$10.3M	0.09%	198

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMR Partners's EVH Position: Q2 2025 in Review

LMR Partners sold out of Evolent Health (EVH) in Q2 2025, closing a stake of 68,137 shares — an estimated $645K sold.

LMR Partners first reported a position in EVH in Q1 2017 and held it in 4 quarters. The position peaked at $7.46M in Q3 2024. 220 funds tracked by Wall St. Rank hold EVH as of Q2 2025.

LMR Partners reported no remaining Evolent Health position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 68,137 Evolent Health shares in Q2 2025, an estimated $645K.
LMR Partners first reported a position in Evolent Health in Q1 2017 and held it in 4 quarters.
LMR Partners's Evolent Health position peaked at $7.46M in Q3 2024.
220 funds tracked by Wall St. Rank held Evolent Health as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.