Ownership history in Values First Advisors, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Values First Advisors, Inc. reported a position in EVOLENT HEALTH INC (EVH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 53,529 | -1,561 | -2.8% | 0.24% | $453K | $8.46 |
| 2025 Q2 | ADDED | 55,090 | +8,646 | +18.6% | 0.34% | $620K | $11.26 |
| 2025 Q1 | ADDED | 46,444 | +20,204 | +77.0% | 0.26% | $441K | $9.47 |
| 2024 Q4 | REDUCED | 26,240 | -5,889 | -18.3% | 0.16% | $295K | $11.25 |
| 2024 Q3 | ADDED | 32,129 | +5,583 | +21.0% | 0.49% | $909K | $28.28 |
| 2024 Q2 | ADDED | 26,546 | +9,193 | +53.0% | 0.30% | $508K | $19.12 |
| 2024 Q1 | ADDED | 17,353 | +1,697 | +10.8% | 0.33% | $569K | $32.79 |
| 2023 Q4 | REDUCED | 15,656 | -2,018 | -11.4% | 0.31% | $517K | $33.03 |
| 2023 Q3 | ADDED | 17,674 | +15,627 | +763.4% | 0.31% | $481K | $27.23 |
| 2023 Q1 | INITIATED | 2,047 | — | — | 0.04% | $66K | $32.45 |
As of 2025 Q4 — sorted by position size