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Zevenbergen Capital Investments’s Evolent Health EVH Stock Holding History

Zevenbergen Capital Investments’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
-753,038
Closed -$21.3M – 108
2024
Q3 		$21.3M Sell
753,038
-20,344
-3% -$524K 0.45% 41
2024
Q2 		$14.8M Buy
773,382
+207,757
+37% +$5.31M 0.32% 50
2024
Q1 		$18.5M Buy
565,625
+315,875
+126% +$10.1M 0.39% 46
2023
Q4 		$8.25M Buy
249,750
+232,000
+1,307% +$6.56M 0.19% 61
2023
Q3 		$483K Buy
17,750
+3,600
+25% +$100K 0.01% 95
2023
Q2 		$429K Buy
+14,150
New +$458K 0.01% 96

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 $6.73T AUM 46.02% 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

Zevenbergen Capital Investments's EVH Position: Q4 2024 in Review

Zevenbergen Capital Investments sold out of Evolent Health (EVH) in Q4 2024, closing a stake of 753,038 shares — an estimated $21.3M sold.

Zevenbergen Capital Investments first reported a position in EVH in Q2 2023 and held it in 6 quarters. The position peaked at $21.3M in Q3 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q4 2024.

  • Zevenbergen Capital Investments reported no remaining Evolent Health position as of Q4 2024 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 753,038 Evolent Health shares in Q4 2024, an estimated $21.3M.
  • Zevenbergen Capital Investments first reported a position in Evolent Health in Q2 2023 and held it in 6 quarters.
  • Zevenbergen Capital Investments's Evolent Health position peaked at $21.3M in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q4 2024.

Based on Zevenbergen Capital Investments's 13F filing for Q4 2024, filed 11 Feb 2025.