Morgan Stanley’s Evolent Health EVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.7M Buy
8,052,587
+3,271,899
+68% +$36.8M 0.01% 1402
2025
Q1
$45.3M Buy
4,780,688
+4,210,320
+738% +$39.9M ﹤0.01% 1899
2024
Q4
$6.42M Sell
570,368
-132,177
-19% -$1.49M ﹤0.01% 3783
2024
Q3
$19.9M Sell
702,545
-89,064
-11% -$2.52M ﹤0.01% 2813
2024
Q2
$15.1M Buy
791,609
+203,009
+34% +$3.88M ﹤0.01% 2966
2024
Q1
$19.3M Sell
588,600
-568,270
-49% -$18.6M ﹤0.01% 2740
2023
Q4
$38.2M Buy
1,156,870
+537,724
+87% +$17.8M ﹤0.01% 2731
2023
Q3
$16.9M Buy
619,146
+124,950
+25% +$3.4M ﹤0.01% 2642
2023
Q2
$15M Buy
494,196
+60,474
+14% +$1.83M ﹤0.01% 2776
2023
Q1
$14.1M Buy
433,722
+61,690
+17% +$2M ﹤0.01% 2818
2022
Q4
$10.4M Sell
372,032
-237,208
-39% -$6.66M ﹤0.01% 3045
2022
Q3
$21.9M Buy
609,240
+349,164
+134% +$12.5M ﹤0.01% 2086
2022
Q2
$7.99M Buy
260,076
+58,377
+29% +$1.79M ﹤0.01% 3303
2022
Q1
$6.52M Sell
201,699
-6,160
-3% -$199K ﹤0.01% 3388
2021
Q4
$5.75M Sell
207,859
-305,847
-60% -$8.46M ﹤0.01% 3567
2021
Q3
$15.9M Buy
513,706
+63,924
+14% +$1.98M ﹤0.01% 2334
2021
Q2
$9.5M Buy
449,782
+268,219
+148% +$5.67M ﹤0.01% 3047
2021
Q1
$3.67M Sell
181,563
-114,804
-39% -$2.32M ﹤0.01% 3730
2020
Q4
$4.75M Buy
296,367
+138,998
+88% +$2.23M ﹤0.01% 3311
2020
Q3
$1.95M Sell
157,369
-9,436
-6% -$117K ﹤0.01% 3678
2020
Q2
$1.19M Buy
166,805
+1,742
+1% +$12.4K ﹤0.01% 4043
2020
Q1
$897K Sell
165,063
-105,871
-39% -$575K ﹤0.01% 4033
2019
Q4
$2.45M Buy
270,934
+131,497
+94% +$1.19M ﹤0.01% 3876
2019
Q3
$1M Sell
139,437
-554,335
-80% -$3.99M ﹤0.01% 4299
2019
Q2
$5.52M Buy
693,772
+270,113
+64% +$2.15M ﹤0.01% 2820
2019
Q1
$5.33M Buy
423,659
+130,485
+45% +$1.64M ﹤0.01% 2641
2018
Q4
$5.85M Buy
293,174
+122,398
+72% +$2.44M ﹤0.01% 2715
2018
Q3
$4.85M Sell
170,776
-37,890
-18% -$1.08M ﹤0.01% 3210
2018
Q2
$4.39M Buy
208,666
+27,799
+15% +$585K ﹤0.01% 3298
2018
Q1
$2.58M Buy
180,867
+26,437
+17% +$377K ﹤0.01% 3732
2017
Q4
$1.9M Buy
154,430
+30,842
+25% +$379K ﹤0.01% 4072
2017
Q3
$2.2M Buy
123,588
+18,646
+18% +$332K ﹤0.01% 3785
2017
Q2
$2.66M Sell
104,942
-2,615
-2% -$66.3K ﹤0.01% 3528
2017
Q1
$2.4M Sell
107,557
-50,269
-32% -$1.12M ﹤0.01% 3648
2016
Q4
$2.34M Buy
157,826
+136,900
+654% +$2.03M ﹤0.01% 3796
2016
Q3
$515K Buy
20,926
+5,453
+35% +$134K ﹤0.01% 4507
2016
Q2
$297K Sell
15,473
-740
-5% -$14.2K ﹤0.01% 4737
2016
Q1
$171K Sell
16,213
-3,838
-19% -$40.5K ﹤0.01% 5063
2015
Q4
$243K Sell
20,051
-183
-0.9% -$2.22K ﹤0.01% 4990
2015
Q3
$323K Sell
20,234
-43,147
-68% -$689K ﹤0.01% 4848
2015
Q2
$1.24M Buy
+63,381
New +$1.24M ﹤0.01% 4041