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Evergreen Capital Management’s eHealth EHTH Stock Holding History

Evergreen Capital Management’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
-23,000
Closed -$111K – 730
2022
Q4 		$111K Buy
+23,000
New +$85.7K 0.01% 651

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
EP
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Capital Management's EHTH Position: Q1 2023 in Review

Evergreen Capital Management sold out of eHealth (EHTH) in Q1 2023, closing a stake of 23,000 shares — an estimated $111K sold.

Evergreen Capital Management first reported a position in EHTH in Q4 2022 and held it in 1 quarter. The position peaked at $111K in Q4 2022. 113 funds tracked by Wall St. Rank hold EHTH as of Q1 2023.

  • Evergreen Capital Management reported no remaining eHealth position as of Q1 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 23,000 eHealth shares in Q1 2023, an estimated $111K.
  • Evergreen Capital Management first reported a position in eHealth in Q4 2022 and held it in 1 quarter.
  • Evergreen Capital Management's eHealth position peaked at $111K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held eHealth as of Q1 2023.

Based on Evergreen Capital Management's 13F filing for Q1 2023, filed 15 May 2023.