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WoodTrust Financial’s Evolent Health EVH Stock Holding History

WoodTrust Financial’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
-54,900
Closed -$618K – 167
2024
Q4 		$618K Buy
54,900
+12,250
+29% +$215K 0.09% 103
2024
Q3 		$1.21M Sell
42,650
-3,500
-8% -$90.2K 0.17% 79
2024
Q2 		$882K Buy
46,150
+1,950
+4% +$49.8K 0.14% 93
2024
Q1 		$1.45K Buy
44,200
+1,350
+3% +$43.1K 0.23% 70
2023
Q4 		$1.42M Hold
42,850
– – 0.24% 66
2023
Q3 		$1.17M Hold
42,850
– – 0.22% 66
2023
Q2 		$1.3M Hold
42,850
– – 0.24% 68
2023
Q1 		$1.39M Buy
42,850
+7,000
+20% +$221K 0.27% 64
2022
Q4 		$1.01M Sell
35,850
-5,000
-12% -$143K 0.21% 72
2022
Q3 		$1.47M Hold
40,850
– – 0.33% 52
2022
Q2 		$1.25M Sell
40,850
-500
-1% -$14.6K 0.28% 56
2022
Q1 		$1.33M Buy
41,350
+6,500
+19% +$170K 0.27% 60
2021
Q4 		$964K Buy
34,850
+7,100
+26% +$204K 0.2% 70
2021
Q3 		$861K Buy
27,750
+14,250
+106% +$342K 0.2% 63
2021
Q2 		$286K Buy
+13,500
New +$270K 0.08% 108
2021
Q1 		– Sell
-10,000
Closed -$160K – 108
2020
Q4 		$160K Buy
+10,000
New +$132K 0.05% 104
2020
Q3 		– Sell
-21,500
Closed -$153K – 108
2020
Q2 		$153K Buy
+21,500
New +$144K 0.06% 86

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

WoodTrust Financial's EVH Position: Q1 2025 in Review

WoodTrust Financial sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 54,900 shares — an estimated $618K sold.

WoodTrust Financial first reported a position in EVH in Q2 2020 and held it in 17 quarters. The position peaked at $1.47M in Q3 2022. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • WoodTrust Financial reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
  • WoodTrust Financial sold 54,900 Evolent Health shares in Q1 2025, an estimated $618K.
  • WoodTrust Financial first reported a position in Evolent Health in Q2 2020 and held it in 17 quarters.
  • WoodTrust Financial's Evolent Health position peaked at $1.47M in Q3 2022.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on WoodTrust Financial's 13F filing for Q1 2025, filed 23 Apr 2025.