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Aperio Group’s eHealth EHTH Stock Holding History

Aperio Group’s Portfolio EHTH Stock Details EHTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$507K Sell
7,174
-676
-9% -$51.4K ﹤0.01% 1961
2020
Q3 		$620K Sell
7,850
-73
-0.9% -$5.92K ﹤0.01% 1697
2020
Q2 		$778K Buy
7,923
+725
+10% +$84.3K ﹤0.01% 1539
2020
Q1 		$1.01M Buy
7,198
+2,846
+65% +$326K ﹤0.01% 1300
2019
Q4 		$418K Sell
4,352
-111
-2% -$8.62K ﹤0.01% 1902
2019
Q3 		$298K Buy
4,463
+298
+7% +$26.9K ﹤0.01% 2021
2019
Q2 		$359K Buy
4,165
+686
+20% +$46.2K ﹤0.01% 1945
2019
Q1 		$217K Buy
+3,479
New +$192K ﹤0.01% 2132

Other funds holding EHTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group's EHTH Position: Q4 2020 in Review

Aperio Group reduced its eHealth (EHTH) stake by 8.6% in Q4 2020, selling an estimated $51.4K and leaving 7,174 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Aperio Group first reported a position in EHTH in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2020. 240 funds tracked by Wall St. Rank hold EHTH as of Q4 2020.

  • Aperio Group held 7,174 shares of eHealth worth $507K as of Q4 2020.
  • Aperio Group sold 676 eHealth shares in Q4 2020, an estimated $51.4K.
  • eHealth made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1961 holding.
  • Aperio Group first reported a position in eHealth in Q1 2019 and has held it in 8 quarters since.
  • Aperio Group's eHealth position peaked at $1.01M in Q1 2020.
  • 240 funds tracked by Wall St. Rank held eHealth as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.