Sierra Ocean’s Evolent Health EVH Stock Holding History

Sierra Ocean’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 Q2	–	Sell	-318	Closed	-$3.01K	–	1063
2025 Q1	$3.01K	Buy	+318	New	+$3.21K	﹤0.01%	691

Other funds holding EVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sierra Ocean's EVH Position: Q2 2025 in Review

Sierra Ocean sold out of Evolent Health (EVH) in Q2 2025, closing a stake of 318 shares — an estimated $3.01K sold.

Sierra Ocean first reported a position in EVH in Q1 2025 and held it in 1 quarter. The position peaked at $3.01K in Q1 2025. 220 funds tracked by Wall St. Rank hold EVH as of Q2 2025.

Sierra Ocean reported no remaining Evolent Health position as of Q2 2025 after selling out during the quarter.
Sierra Ocean sold 318 Evolent Health shares in Q2 2025, an estimated $3.01K.
Sierra Ocean first reported a position in Evolent Health in Q1 2025 and held it in 1 quarter.
Sierra Ocean's Evolent Health position peaked at $3.01K in Q1 2025.
220 funds tracked by Wall St. Rank held Evolent Health as of Q2 2025.

Based on Sierra Ocean's 13F filing for Q2 2025, filed 7 Aug 2025.