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Harvest Group Wealth Management’s eHealth EHTH Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-3
Closed – – 222
2020
Q4 		$0 Buy
+3
New +$228 ﹤0.01% 698
2020
Q3 		– Sell
-9
Closed – – 644
2020
Q2 		$0 Hold
9
– – ﹤0.01% 572
2020
Q1 		$1K Sell
9
-11
-55% -$1.26K ﹤0.01% 373
2019
Q4 		$1K Sell
20
-3
-13% -$233 ﹤0.01% 758
2019
Q3 		$2K Hold
23
– – ﹤0.01% 679
2019
Q2 		$1K Buy
+23
New +$1.55K ﹤0.01% 704

Other funds holding EHTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Group Wealth Management's EHTH Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of eHealth (EHTH) in Q1 2021, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in EHTH in Q2 2019 and held it in 6 quarters. The position peaked at $2K in Q3 2019. 197 funds tracked by Wall St. Rank hold EHTH as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining eHealth position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 eHealth shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in eHealth in Q2 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's eHealth position peaked at $2K in Q3 2019.
  • 197 funds tracked by Wall St. Rank held eHealth as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.