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SeaCrest Wealth Management’s Evolent Health EVH Stock Holding History

SeaCrest Wealth Management’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
-10,211
Closed -$289K – 670
2024
Q3 		$289K Buy
10,211
+11
+0.1% +$284 0.03% 502
2024
Q2 		$195K Buy
10,200
+600
+6% +$15.3K 0.02% 580
2024
Q1 		$315K Sell
9,600
-100
-1% -$3.19K 0.04% 424
2023
Q4 		$314K Sell
9,700
-180
-2% -$5.09K 0.04% 436
2023
Q3 		$269K Buy
9,880
+100
+1% +$2.78K 0.04% 489
2023
Q2 		$296K Buy
9,780
+130
+1% +$4.2K 0.04% 467
2023
Q1 		$313K Buy
9,650
+150
+2% +$4.74K 0.04% 448
2022
Q4 		$267K Buy
9,500
+400
+4% +$11.5K 0.04% 476
2022
Q3 		$327K Sell
9,100
-50
-0.5% -$1.76K 0.05% 415
2022
Q2 		$281K Buy
9,150
+149
+2% +$4.34K 0.04% 483
2022
Q1 		$291K Buy
9,001
+250
+3% +$6.55K 0.03% 517
2021
Q4 		$242K Sell
8,751
-1,100
-11% -$31.6K 0.03% 584
2021
Q3 		$305K Hold
9,851
– – 0.04% 488
2021
Q2 		$208K Buy
+9,851
New +$197K 0.03% 640
2021
Q1 		– Sell
-10,637
Closed -$171K – 663
2020
Q4 		$171K Hold
10,637
– – 0.02% 583
2020
Q3 		$132K Sell
10,637
-250
-2% -$2.94K 0.02% 553
2020
Q2 		$78K Buy
+10,887
New +$72.9K 0.01% 541
2019
Q2 		– Sell
-2,750
Closed -$35K – 919
2019
Q1 		$35K Sell
2,750
-1,500
-35% -$23.7K 0.01% 1066
2018
Q4 		$85K Buy
4,250
+125
+3% +$2.89K 0.02% 717
2018
Q3 		$117K Buy
4,125
+125
+3% +$2.98K 0.02% 690
2018
Q2 		$84K Hold
4,000
– – 0.02% 787
2018
Q1 		$57K Sell
4,000
-475
-11% -$6.8K 0.01% 898
2017
Q4 		$55K Buy
+4,475
New +$63.1K 0.01% 917

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

SeaCrest Wealth Management's EVH Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 10,211 shares — an estimated $289K sold.

SeaCrest Wealth Management first reported a position in EVH in Q4 2017 and held it in 23 quarters. The position peaked at $327K in Q3 2022. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • SeaCrest Wealth Management reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 10,211 Evolent Health shares in Q4 2024, an estimated $289K.
  • SeaCrest Wealth Management first reported a position in Evolent Health in Q4 2017 and held it in 23 quarters.
  • SeaCrest Wealth Management's Evolent Health position peaked at $327K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.