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Stephens Inc’s Evolent Health EVH Stock Holding History

Stephens 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
-7,809
Closed -$221K – 1296
2024
Q3 		$221K Sell
7,809
-3,948
-34% -$102K ﹤0.01% 1162
2024
Q2 		$225K Sell
11,757
-5,969
-34% -$152K ﹤0.01% 1112
2024
Q1 		$581K Buy
+17,726
New +$566K 0.01% 755
2018
Q4 		– Sell
-8,007
Closed -$227K – 1132
2018
Q3 		$227K Buy
+8,007
New +$191K 0.01% 1017

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

Stephens Inc's EVH Position: Q4 2024 in Review

Stephens Inc sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 7,809 shares — an estimated $221K sold.

Stephens Inc first reported a position in EVH in Q3 2018 and held it in 4 quarters. The position peaked at $581K in Q1 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • Stephens Inc reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • Stephens Inc sold 7,809 Evolent Health shares in Q4 2024, an estimated $221K.
  • Stephens Inc first reported a position in Evolent Health in Q3 2018 and held it in 4 quarters.
  • Stephens Inc's Evolent Health position peaked at $581K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.