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CSat Investment Advisory’s eHealth EHTH Stock Holding History

CSat Investment Advisory’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 		– Sell
-443
Closed -$35K – 651
2020
Q3 		$35K Sell
443
-729
-62% -$59.1K ﹤0.01% 731
2020
Q2 		$115K Buy
+1,172
New +$136K 0.01% 425

Other funds holding EHTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $838M AUM 14.24% 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

CSat Investment Advisory's EHTH Position: Q4 2020 in Review

CSat Investment Advisory sold out of eHealth (EHTH) in Q4 2020, closing a stake of 443 shares — an estimated $35K sold.

CSat Investment Advisory first reported a position in EHTH in Q2 2020 and held it in 2 quarters. The position peaked at $115K in Q2 2020. 240 funds tracked by Wall St. Rank hold EHTH as of Q4 2020.

  • CSat Investment Advisory reported no remaining eHealth position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 443 eHealth shares in Q4 2020, an estimated $35K.
  • CSat Investment Advisory first reported a position in eHealth in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's eHealth position peaked at $115K in Q2 2020.
  • 240 funds tracked by Wall St. Rank held eHealth as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.