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Steward Partners Investment Advisory’s Evolent Health EVH Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-18
Closed -$203 – 4052
2024
Q4 		$203 Buy
+18
New +$316 ﹤0.01% 3902
2018
Q4 		– Sell
-513
Closed -$15K – 1179
2018
Q3 		$15K Hold
513
– – ﹤0.01% 1685
2018
Q2 		$11K Buy
+513
New +$9.71K ﹤0.01% 1694

Other funds holding EVH

Vanguard Group
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
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
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Steward Partners Investment Advisory's EVH Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 18 shares — an estimated $203 sold.

Steward Partners Investment Advisory first reported a position in EVH in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 18 Evolent Health shares in Q1 2025, an estimated $203.
  • Steward Partners Investment Advisory first reported a position in Evolent Health in Q2 2018 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Evolent Health position peaked at $15K in Q3 2018.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.