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Chicago Partners Investment Group’s eHealth EHTH Stock Holding History

Chicago Partners Investment 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
2021
Q4 		– Sell
-8,727
Closed -$255K – 580
2021
Q3 		$255K Buy
8,727
+3,009
+53% +$140K 0.02% 479
2021
Q2 		$317K Buy
5,718
+2,000
+54% +$131K 0.02% 412
2021
Q1 		$257K Buy
3,718
+570
+18% +$36.4K 0.02% 436
2020
Q4 		$251K Buy
+3,148
New +$239K 0.02% 394

Other funds holding EHTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Chicago Partners Investment Group's EHTH Position: Q4 2021 in Review

Chicago Partners Investment Group sold out of eHealth (EHTH) in Q4 2021, closing a stake of 8,727 shares — an estimated $255K sold.

Chicago Partners Investment Group first reported a position in EHTH in Q4 2020 and held it in 4 quarters. The position peaked at $317K in Q2 2021. 178 funds tracked by Wall St. Rank hold EHTH as of Q4 2021.

  • Chicago Partners Investment Group reported no remaining eHealth position as of Q4 2021 after selling out during the quarter.
  • Chicago Partners Investment Group sold 8,727 eHealth shares in Q4 2021, an estimated $255K.
  • Chicago Partners Investment Group first reported a position in eHealth in Q4 2020 and held it in 4 quarters.
  • Chicago Partners Investment Group's eHealth position peaked at $317K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held eHealth as of Q4 2021.

Based on Chicago Partners Investment Group's 13F filing for Q4 2021, filed 15 Feb 2022.