GI
EHTH icon

Gradient Investments’s eHealth EHTH Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-2
Closed -$17 – 1397
2023
Q4 		$17 Hold
2
– – ﹤0.01% 1800
2023
Q3 		$15 Hold
2
– – ﹤0.01% 1779
2023
Q2 		$16 Buy
+2
New +$16 ﹤0.01% 1744
2022
Q2 		– Sell
-5
Closed – – 1256
2022
Q1 		$0 Sell
5
-45
-90% -$775 ﹤0.01% 1219
2021
Q4 		$1K Sell
50
-2
-4% -$66 ﹤0.01% 1138
2021
Q3 		$2K Sell
52
-16
-24% -$746 ﹤0.01% 996
2021
Q2 		$4K Sell
68
-7
-9% -$460 ﹤0.01% 904
2021
Q1 		$5K Sell
75
-11,279
-99% -$721K ﹤0.01% 879
2020
Q4 		$897K Sell
11,354
-395
-3% -$30K 0.04% 164
2020
Q3 		$928K Sell
11,749
-2,307
-16% -$187K 0.04% 163
2020
Q2 		$1.38M Buy
14,056
+945
+7% +$110K 0.06% 154
2020
Q1 		$1.85M Sell
13,111
-489
-4% -$56.1K 0.1% 133
2019
Q4 		$1.31M Sell
13,600
-2,198
-14% -$171K 0.06% 183
2019
Q3 		$1.05M Buy
15,798
+1,442
+10% +$130K 0.05% 192
2019
Q2 		$1.24M Buy
+14,356
New +$966K 0.06% 170

Other funds holding EHTH

PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return