Schroder Investment Management Group
EVH icon

Schroder Investment Management Group’s Evolent Health EVH Stock Holding History

Schroder Investment Management Group’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
-139,976
Closed -$4.1M – 1207
2024
Q3 		$4.1M Buy
139,976
+27,810
+25% +$717K ﹤0.01% 823
2024
Q2 		$2.14M Sell
112,166
-810
-0.7% -$20.7K ﹤0.01% 920
2024
Q1 		$3.7M Sell
112,976
-27,345
-19% -$873K ﹤0.01% 832
2023
Q4 		$4.63M Buy
+140,321
New +$3.97M 0.01% 781
2019
Q4 		– Sell
-33,212
Closed -$241K – 1301
2019
Q3 		$241K Buy
33,212
+4,642
+16% +$33.3K ﹤0.01% 1136
2019
Q2 		$227K Sell
28,570
-28,707
-50% -$340K ﹤0.01% 1071
2019
Q1 		$721K Hold
57,277
– – ﹤0.01% 961
2018
Q4 		$1.14K Sell
57,277
-19,149
-25% -$443K ﹤0.01% 852
2018
Q3 		$2.17M Hold
76,426
– – ﹤0.01% 808
2018
Q2 		$1.67M Buy
76,426
+21,925
+40% +$415K ﹤0.01% 853
2018
Q1 		$777K Hold
54,501
– – ﹤0.01% 995
2017
Q4 		$670K Hold
54,501
– – ﹤0.01% 1052
2017
Q3 		$995K Sell
54,501
-16,385
-23% -$338K ﹤0.01% 975
2017
Q2 		$1.79M Hold
70,886
– – ﹤0.01% 884
2017
Q1 		$1.53M Buy
+70,886
New +$1.36M ﹤0.01% 892
2016
Q1 		– Sell
-355,922
Closed -$4.31M – 1168
2015
Q4 		$4.31M Buy
355,922
+194,222
+120% +$2.86M 0.01% 776
2015
Q3 		$2.58M Sell
161,700
-38,300
-19% -$747K 0.01% 824
2015
Q2 		$3.9M Buy
+200,000
New +$3.73M 0.01% 765

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

Schroder Investment Management Group's EVH Position: Q4 2024 in Review

Schroder Investment Management Group sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 139,976 shares — an estimated $4.1M sold.

Schroder Investment Management Group first reported a position in EVH in Q2 2015 and held it in 18 quarters. The position peaked at $4.63M in Q4 2023. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • Schroder Investment Management Group reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 139,976 Evolent Health shares in Q4 2024, an estimated $4.1M.
  • Schroder Investment Management Group first reported a position in Evolent Health in Q2 2015 and held it in 18 quarters.
  • Schroder Investment Management Group's Evolent Health position peaked at $4.63M in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Schroder Investment Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.