Ergoteles’s eHealth EHTH Stock Holding History

Ergoteles’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 Q1	–	Sell	-16,455	Closed	-$79.6K	–	1392
2022 Q4	$79.6K	Sell	16,455 -210,331	-93%	-$784K	﹤0.01%	1246
2022 Q3	$887K	Buy	+226,786	New	+$1.58M	0.03%	531
2021 Q3	–	Sell	-13,700	Closed	-$800K	–	1332
2021 Q2	$800K	Buy	13,700 +7,200	+111%	+$473K	0.02%	587
2021 Q1	$473K	Buy	+6,500	New	+$415K	0.01%	495

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

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

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ergoteles's EHTH Position: Q1 2023 in Review

Ergoteles sold out of eHealth (EHTH) in Q1 2023, closing a stake of 16,455 shares — an estimated $79.6K sold.

Ergoteles first reported a position in EHTH in Q1 2021 and held it in 4 quarters. The position peaked at $887K in Q3 2022. 113 funds tracked by Wall St. Rank hold EHTH as of Q1 2023.

Ergoteles reported no remaining eHealth position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 16,455 eHealth shares in Q1 2023, an estimated $79.6K.
Ergoteles first reported a position in eHealth in Q1 2021 and held it in 4 quarters.
Ergoteles's eHealth position peaked at $887K in Q3 2022.
113 funds tracked by Wall St. Rank held eHealth as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.