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Shell Asset Management’s Evolent Health EVH Stock Holding History

Shell Asset 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
2025
Q3 		$19K Sell
2,222
-3,066
-58% -$29.8K ﹤0.01% 1042
2025
Q2 		$60K Sell
5,288
-568
-10% -$5.22K ﹤0.01% 1113
2025
Q1 		$55K Sell
5,856
-248
-4% -$2.5K ﹤0.01% 1133
2024
Q4 		$69K Hold
6,104
– – ﹤0.01% 1122
2024
Q3 		$173K Buy
+6,104
New +$157K 0.01% 893
2024
Q1 		$121K Sell
6,321
-12,169
-66% -$388K 0.01% 969
2023
Q4 		$611K Sell
18,490
-4,965
-21% -$140K 0.03% 446
2023
Q3 		$639K Buy
23,455
+2,626
+13% +$73K 0.03% 470
2023
Q2 		$631K Buy
20,829
+11,570
+125% +$374K 0.02% 500
2023
Q1 		$300K Sell
9,259
-32
-0.3% -$1.01K 0.01% 783
2022
Q4 		$261K Sell
9,291
-1,956
-17% -$56.1K 0.01% 836
2022
Q3 		$404K Sell
11,247
-2,945
-21% -$104K 0.02% 680
2022
Q2 		$436K Buy
14,192
+25
+0.2% +$729 0.01% 784
2022
Q1 		$458K Sell
14,167
-2,096
-13% -$54.9K 0.01% 853
2021
Q4 		$450K Buy
16,263
+83
+0.5% +$2.38K 0.01% 949
2021
Q3 		$502K Sell
16,180
-700
-4% -$16.8K 0.01% 864
2021
Q2 		$357K Buy
16,880
+10,801
+178% +$216K 0.01% 1060
2021
Q1 		$123K Hold
6,079
– – ﹤0.01% 1250
2020
Q4 		$97K Hold
6,079
– – ﹤0.01% 1272
2020
Q3 		$75K Hold
6,079
– – ﹤0.01% 1212
2020
Q2 		$43K Buy
+6,079
New +$40.7K ﹤0.01% 1271

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shell Asset Management's EVH Position: Q3 2025 in Review

Shell Asset Management reduced its Evolent Health (EVH) stake by 58% in Q3 2025, selling an estimated $29.8K and leaving 2,222 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Shell Asset Management first reported a position in EVH in Q2 2020 and has held it in 21 quarters since. The position peaked at $639K in Q3 2023. 240 funds tracked by Wall St. Rank hold EVH as of Q3 2025.

  • Shell Asset Management held 2,222 shares of Evolent Health worth $19K as of Q3 2025.
  • Shell Asset Management sold 3,066 Evolent Health shares in Q3 2025, an estimated $29.8K.
  • Evolent Health made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1042 holding.
  • Shell Asset Management first reported a position in Evolent Health in Q2 2020 and has held it in 21 quarters since.
  • Shell Asset Management's Evolent Health position peaked at $639K in Q3 2023.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.