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 $724M AUM 96.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

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

FCM

Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

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

ACB

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Gradient Investments's EHTH Position: Q1 2024 in Review

Gradient Investments sold out of eHealth (EHTH) in Q1 2024, closing a stake of 2 shares — an estimated $17 sold.

Gradient Investments first reported a position in EHTH in Q2 2019 and held it in 15 quarters. The position peaked at $1.85M in Q1 2020. 105 funds tracked by Wall St. Rank hold EHTH as of Q1 2024.

Gradient Investments reported no remaining eHealth position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 2 eHealth shares in Q1 2024, an estimated $17.
Gradient Investments first reported a position in eHealth in Q2 2019 and held it in 15 quarters.
Gradient Investments's eHealth position peaked at $1.85M in Q1 2020.
105 funds tracked by Wall St. Rank held eHealth as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.