Caption Management’s eHealth EHTH Stock Holding History

Caption Management’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
2022 Q1	–	Sell	-100,000	Closed	-$2.55M	–	1591
2021 Q4	$2.55M	Hold	100,000	–	–	0.03%	704
2021 Q3	$4.05M	Hold	100,000	–	–	0.05%	533
2021 Q2	$5.84M	Hold	100,000	–	–	0.08%	334
2021 Q1	$7.27M	Buy	+100,000	New	+$6.39M	0.16%	165
2020 Q1	–	Sell	-47,800	Closed	-$4.59M	–	910
2019 Q4	$4.59M	Buy	+47,800	New	+$3.71M	0.15%	183

Other funds holding EHTH

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caption Management's EHTH Position: Q1 2024 in Review

Caption Management sold out of eHealth (EHTH) in Q1 2024, closing a stake of 71,317 shares — an estimated $622K sold.

Caption Management first reported a position in EHTH in Q4 2023 and held it in 1 quarter. The position peaked at $622K in Q4 2023. 105 funds tracked by Wall St. Rank hold EHTH as of Q1 2024.

Caption Management reported no remaining eHealth position as of Q1 2024 after selling out during the quarter.
Caption Management sold 71,317 eHealth shares in Q1 2024, an estimated $622K.
Caption Management first reported a position in eHealth in Q4 2023 and held it in 1 quarter.
Caption Management's eHealth position peaked at $622K in Q4 2023.
105 funds tracked by Wall St. Rank held eHealth as of Q1 2024.

Based on Caption Management's 13F filing for Q1 2024, filed 15 May 2024.