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Capital Advisors Ltd’s eHealth EHTH Stock Holding History

Capital Advisors Ltd’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
-1,229
Closed -$7K – 1451
2024
Q1 		$7K Sell
1,229
-497
-29% -$3.3K ﹤0.01% 788
2023
Q4 		$15K Hold
1,726
– – ﹤0.01% 604
2023
Q3 		$13K Hold
1,726
– – ﹤0.01% 631
2023
Q2 		$14K Buy
+1,726
New +$13.8K ﹤0.01% 623
2023
Q1 		– Sell
-1,726
Closed – – 1284
2022
Q4 		$0 Buy
+1,726
New +$6.43K ﹤0.01% 1319

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 $724M AUM 96.91% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
DA
DSC Advisors Chicago, Illinois $11M AUM 5.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Capital Advisors Ltd's EHTH Position: Q2 2024 in Review

Capital Advisors Ltd sold out of eHealth (EHTH) in Q2 2024, closing a stake of 1,229 shares — an estimated $7K sold.

Capital Advisors Ltd first reported a position in EHTH in Q4 2022 and held it in 5 quarters. The position peaked at $15K in Q4 2023. 115 funds tracked by Wall St. Rank hold EHTH as of Q2 2024.

  • Capital Advisors Ltd reported no remaining eHealth position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,229 eHealth shares in Q2 2024, an estimated $7K.
  • Capital Advisors Ltd first reported a position in eHealth in Q4 2022 and held it in 5 quarters.
  • Capital Advisors Ltd's eHealth position peaked at $15K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held eHealth as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.