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Valeo Financial Advisors’s Evolent Health EVH Stock Holding History

Valeo Financial Advisors’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
-141,615
Closed -$143K – 712
2024
Q4 		$143K Buy
141,615
+115
+0.1% +$2.02K ﹤0.01% 681
2024
Q3 		$142K Hold
141,500
– – ﹤0.01% 668
2024
Q2 		$142K Buy
+141,500
New +$3.61M ﹤0.01% 624
2020
Q2 		– Sell
-68
Closed – – 2058
2020
Q1 		$0 Hold
68
– – ﹤0.01% 1823
2019
Q4 		$1K Hold
68
– – ﹤0.01% 1530
2019
Q3 		$0 Hold
68
– – ﹤0.01% 1588
2019
Q2 		$1K Hold
68
– – ﹤0.01% 1464
2019
Q1 		$1K Buy
+68
New +$1.08K ﹤0.01% 1441
2018
Q4 		– Sell
-47
Closed -$1K – 1565
2018
Q3 		$1K Hold
47
– – ﹤0.01% 1610
2018
Q2 		$1K Buy
47
+22
+88% +$416 ﹤0.01% 1451
2018
Q1 		$0 Hold
25
– – ﹤0.01% 1557
2017
Q4 		$0 Hold
25
– – ﹤0.01% 1400
2017
Q3 		$0 Buy
+25
New +$515 ﹤0.01% 1178

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

Valeo Financial Advisors's EVH Position: Q1 2025 in Review

Valeo Financial Advisors sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 141,615 shares — an estimated $143K sold.

Valeo Financial Advisors first reported a position in EVH in Q3 2017 and held it in 13 quarters. The position peaked at $143K in Q4 2024. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • Valeo Financial Advisors reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 141,615 Evolent Health shares in Q1 2025, an estimated $143K.
  • Valeo Financial Advisors first reported a position in Evolent Health in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's Evolent Health position peaked at $143K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.