Mackenzie Financial
EVH icon

Mackenzie Financial’s Evolent Health EVH Stock Holding History

Mackenzie 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
-7,133
Closed -$202K – 1726
2024
Q3 		$202K Sell
7,133
-27,650
-79% -$713K ﹤0.01% 1389
2024
Q2 		$665K Buy
34,783
+27,650
+388% +$706K ﹤0.01% 949
2024
Q1 		$234K Hold
7,133
– – ﹤0.01% 1280
2023
Q4 		$236K Buy
+7,133
New +$202K ﹤0.01% 1260
2023
Q3 		– Sell
-7,133
Closed -$215K – 1507
2023
Q2 		$215K Buy
+7,133
New +$231K ﹤0.01% 1317
2022
Q4 		– Sell
-17,041
Closed -$612K – 1483
2022
Q3 		$612K Buy
+17,041
New +$600K ﹤0.01% 893
2019
Q1 		– Sell
-22,995
Closed -$459K – 1251
2018
Q4 		$459K Buy
+22,995
New +$532K ﹤0.01% 951
2018
Q2 		– Sell
-1,146,242
Closed -$16.3M – 1023
2018
Q1 		$16.3M Hold
1,146,242
– – 0.04% 259
2017
Q4 		$14.1M Hold
1,146,242
– – 0.03% 302
2017
Q3 		$20.4M Hold
1,146,242
– – 0.11% 180
2017
Q2 		$29.1M Buy
1,146,242
+404,500
+55% +$9.73M 0.16% 153
2017
Q1 		$16.5M Buy
741,742
+675,842
+1,026% +$13M 0.1% 198
2016
Q4 		$975K Buy
+65,900
New +$1.3M 0.01% 444

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

Mackenzie Financial's EVH Position: Q4 2024 in Review

Mackenzie Financial sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 7,133 shares — an estimated $202K sold.

Mackenzie Financial first reported a position in EVH in Q4 2016 and held it in 13 quarters. The position peaked at $29.1M in Q2 2017. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • Mackenzie Financial reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 7,133 Evolent Health shares in Q4 2024, an estimated $202K.
  • Mackenzie Financial first reported a position in Evolent Health in Q4 2016 and held it in 13 quarters.
  • Mackenzie Financial's Evolent Health position peaked at $29.1M in Q2 2017.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.