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S&CO Inc’s Evolent Health EVH Stock Holding History

S&CO Inc’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
-30,000
Closed -$848K – 212
2024
Q3 		$848K Hold
30,000
– – 0.06% 150
2024
Q2 		$573K Buy
30,000
+10,000
+50% +$255K 0.04% 169
2024
Q1 		$655K Buy
+20,000
New +$638K 0.05% 160

Other funds holding EVH

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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

S&CO Inc's EVH Position: Q4 2024 in Review

S&CO Inc sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 30,000 shares — an estimated $848K sold.

S&CO Inc first reported a position in EVH in Q1 2024 and held it in 3 quarters. The position peaked at $848K in Q3 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • S&CO Inc reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • S&CO Inc sold 30,000 Evolent Health shares in Q4 2024, an estimated $848K.
  • S&CO Inc first reported a position in Evolent Health in Q1 2024 and held it in 3 quarters.
  • S&CO Inc's Evolent Health position peaked at $848K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on S&CO Inc's 13F filing for Q4 2024, filed 7 Feb 2025.