EI
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Ellevest Inc’s eHealth EHTH Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-45
Closed -$421 – 722
2023
Q1 		$421 Hold
45
– – ﹤0.01% 1694
2022
Q4 		$218 Buy
+45
New +$168 ﹤0.01% 1718
2021
Q3 		– Sell
-4
Closed – – 1449
2021
Q2 		$0 Buy
+4
New +$263 ﹤0.01% 1305
2019
Q4 		– Sell
-4
Closed – – 983
2019
Q3 		$0 Buy
+4
New +$361 ﹤0.01% 532

Other funds holding EHTH

PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
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
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Ellevest Inc's EHTH Position: Q2 2023 in Review

Ellevest Inc sold out of eHealth (EHTH) in Q2 2023, closing a stake of 45 shares — an estimated $421 sold.

Ellevest Inc first reported a position in EHTH in Q3 2019 and held it in 4 quarters. The position peaked at $421 in Q1 2023. 116 funds tracked by Wall St. Rank hold EHTH as of Q2 2023.

  • Ellevest Inc reported no remaining eHealth position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 45 eHealth shares in Q2 2023, an estimated $421.
  • Ellevest Inc first reported a position in eHealth in Q3 2019 and held it in 4 quarters.
  • Ellevest Inc's eHealth position peaked at $421 in Q1 2023.
  • 116 funds tracked by Wall St. Rank held eHealth as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.