Bank of Montreal
EHTH icon

Bank of Montreal’s eHealth EHTH Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-37,126
Closed -$229K – 3947
2024
Q1 		$229K Buy
+37,126
New +$246K ﹤0.01% 2961
2023
Q3 		– Sell
-22,414
Closed -$202K – 3908
2023
Q2 		$202K Buy
+22,414
New +$179K ﹤0.01% 3220
2022
Q4 		– Sell
-18,396
Closed -$82 – 4054
2022
Q3 		$82 Buy
18,396
+4,072
+28% +$28.4K ﹤0.01% 3512
2022
Q2 		$156 Sell
14,324
-2,885
-17% -$29.3K ﹤0.01% 3350
2022
Q1 		$215K Buy
17,209
+3,129
+22% +$53.9K ﹤0.01% 3415
2021
Q4 		$365K Buy
14,080
+705
+5% +$23.4K ﹤0.01% 2616
2021
Q3 		$561K Sell
13,375
-1,795
-12% -$83.7K ﹤0.01% 2810
2021
Q2 		$916K Buy
15,170
+6,150
+68% +$404K ﹤0.01% 2540
2021
Q1 		$662K Sell
9,020
-1,873
-17% -$120K ﹤0.01% 2477
2020
Q4 		$766K Buy
10,893
+8,105
+291% +$616K ﹤0.01% 2433
2020
Q3 		$238K Sell
2,788
-1,175
-30% -$95.2K ﹤0.01% 2662
2020
Q2 		$428K Buy
3,963
+2,440
+160% +$284K ﹤0.01% 2346
2020
Q1 		$204K Sell
1,523
-1,932
-56% -$221K ﹤0.01% 2317
2019
Q4 		$333K Buy
3,455
+636
+23% +$49.4K ﹤0.01% 2885
2019
Q3 		$188K Sell
2,819
-986
-26% -$88.9K ﹤0.01% 2947
2019
Q2 		$327K Buy
3,805
+3,130
+464% +$211K ﹤0.01% 2668
2019
Q1 		$42K Buy
675
+73
+12% +$4.02K ﹤0.01% 3403
2018
Q4 		$24K Buy
602
+128
+27% +$4.3K ﹤0.01% 3575
2018
Q3 		$13K Buy
474
+325
+218% +$8.63K ﹤0.01% 3840
2018
Q2 		$3K Buy
149
+133
+831% +$2.57K ﹤0.01% 4247
2018
Q1 		$0 Hold
16
– – ﹤0.01% 4191
2017
Q4 		$0 Sell
16
-180
-92% -$4.03K ﹤0.01% 4201
2017
Q3 		$4K Hold
196
– – ﹤0.01% 3901
2017
Q2 		$3K Buy
196
+180
+1,125% +$2.87K ﹤0.01% 3950
2017
Q1 		$0 Hold
16
– – ﹤0.01% 4025
2016
Q4 		$0 Sell
16
-663
-98% -$6.77K ﹤0.01% 4078
2016
Q3 		$7K Hold
679
– – ﹤0.01% 3637
2016
Q2 		$9K Buy
679
+663
+4,144% +$8.05K ﹤0.01% 3607
2016
Q1 		$0 Hold
16
– – ﹤0.01% 4237
2015
Q4 		$0 Buy
+16
New +$191 ﹤0.01% 4262
2015
Q1 		– Sell
-589
Closed -$15K – 4024
2014
Q4 		$15K Hold
589
– – ﹤0.01% 3438
2014
Q3 		$14K Sell
589
-460
-44% -$12.6K ﹤0.01% 3564
2014
Q2 		$39K Buy
1,049
+460
+78% +$18.2K ﹤0.01% 3314
2014
Q1 		$30K Hold
589
– – ﹤0.01% 3332
2013
Q4 		$27K Hold
589
– – ﹤0.01% 3119
2013
Q3 		$19K Hold
589
– – ﹤0.01% 3234
2013
Q2 		$13K Buy
+589
New +$13.2K ﹤0.01% 3216

Other funds holding EHTH

8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
DA
DSC Advisors Chicago, Illinois $11M AUM 5.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal's EHTH Position: Q2 2024 in Review

Bank of Montreal sold out of eHealth (EHTH) in Q2 2024, closing a stake of 37,126 shares — an estimated $229K sold.

Bank of Montreal first reported a position in EHTH in Q2 2013 and held it in 37 quarters. The position peaked at $916K in Q2 2021. 115 funds tracked by Wall St. Rank hold EHTH as of Q2 2024.

  • Bank of Montreal reported no remaining eHealth position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 37,126 eHealth shares in Q2 2024, an estimated $229K.
  • Bank of Montreal first reported a position in eHealth in Q2 2013 and held it in 37 quarters.
  • Bank of Montreal's eHealth position peaked at $916K in Q2 2021.
  • 115 funds tracked by Wall St. Rank held eHealth as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.