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Emerald Mutual Fund Advisers Trust’s eHealth EHTH Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-82,465
Closed -$6.51M – 259
2020
Q3 		$6.51M Sell
82,465
-68,632
-45% -$5.56M 0.29% 92
2020
Q2 		$14.8M Buy
151,097
+25,220
+20% +$2.93M 0.7% 55
2020
Q1 		$17.7M Sell
125,877
-49,274
-28% -$5.65M 1.11% 25
2019
Q4 		$16.8M Sell
175,151
-23,350
-12% -$1.81M 0.69% 51
2019
Q3 		$13.3M Sell
198,501
-29,822
-13% -$2.69M 0.59% 56
2019
Q2 		$19.7M Sell
228,323
-120,773
-35% -$8.13M 0.78% 42
2019
Q1 		$21.8M Buy
+349,096
New +$19.2M 0.87% 39

Other funds holding EHTH

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.44B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OrbiMed New York $4.59B AUM 125.28% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 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