Evoke Wealth’s eHealth EHTH Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-494	Closed	-$2K	–	603
2022 Q3	$2K	Buy	+494	New	+$3.45K	﹤0.01%	1028
2021 Q1	–	Sell	-30	Closed	-$2K	–	1174
2020 Q4	$2K	Buy	+30	New	+$2.28K	﹤0.01%	880

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

ACB

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

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

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

Evoke Wealth's EHTH Position: Q4 2022 in Review

Evoke Wealth sold out of eHealth (EHTH) in Q4 2022, closing a stake of 494 shares — an estimated $2K sold.

Evoke Wealth first reported a position in EHTH in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 117 funds tracked by Wall St. Rank hold EHTH as of Q4 2022.

Evoke Wealth reported no remaining eHealth position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 494 eHealth shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in eHealth in Q4 2020 and held it in 2 quarters.
Evoke Wealth's eHealth position peaked at $2K in Q3 2022.
117 funds tracked by Wall St. Rank held eHealth as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.