LPL Financial
EVH icon

LPL Financial’s Evolent Health EVH Stock Holding History

LPL Financial’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
-9,876
Closed -$279K – 5334
2024
Q3 		$279K Buy
+9,876
New +$255K ﹤0.01% 4492
2024
Q2 		– Sell
-8,023
Closed -$263K – 5058
2024
Q1 		$263K Buy
8,023
+240
+3% +$7.66K ﹤0.01% 4307
2023
Q4 		$257K Buy
+7,783
New +$220K ﹤0.01% 4211
2023
Q3 		– Sell
-7,895
Closed -$239K – 4729
2023
Q2 		$239K Sell
7,895
-12,952
-62% -$419K ﹤0.01% 4021
2023
Q1 		$676K Sell
20,847
-3,565
-15% -$113K ﹤0.01% 3091
2022
Q4 		$685K Sell
24,412
-742
-3% -$21.3K ﹤0.01% 2975
2022
Q3 		$904K Buy
25,154
+3,005
+14% +$106K ﹤0.01% 2626
2022
Q2 		$680K Buy
22,149
+1,439
+7% +$41.9K ﹤0.01% 2918
2022
Q1 		$669K Buy
20,710
+1,605
+8% +$42K ﹤0.01% 2954
2021
Q4 		$529K Buy
19,105
+10,691
+127% +$307K ﹤0.01% 3233
2021
Q3 		$261K Buy
+8,414
New +$202K ﹤0.01% 3763
2018
Q3 		– Sell
-11,659
Closed -$245K – 3248
2018
Q2 		$245K Sell
11,659
-1,277
-10% -$24.2K ﹤0.01% 2832
2018
Q1 		$184K Buy
+12,936
New +$185K ﹤0.01% 2977

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

LPL Financial's EVH Position: Q4 2024 in Review

LPL Financial sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 9,876 shares — an estimated $279K sold.

LPL Financial first reported a position in EVH in Q1 2018 and held it in 13 quarters. The position peaked at $904K in Q3 2022. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • LPL Financial reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 9,876 Evolent Health shares in Q4 2024, an estimated $279K.
  • LPL Financial first reported a position in Evolent Health in Q1 2018 and held it in 13 quarters.
  • LPL Financial's Evolent Health position peaked at $904K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.