HRT Financial’s eHealth EHTH Stock Holding History

HRT Financial’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
2025 Q2	–	Sell	-61,135	Closed	-$408K	–	2866
2025 Q1	$408K	Buy	+61,135	New	+$556K	﹤0.01%	1584
2024 Q3	–	Sell	-17,062	Closed	-$77K	–	2627
2024 Q2	$77K	Buy	+17,062	New	+$85.9K	﹤0.01%	1791
2023 Q3	–	Sell	-33,578	Closed	-$269K	–	2583
2023 Q2	$269K	Buy	+33,578	New	+$268K	﹤0.01%	1694
2022 Q4	–	Sell	-127,507	Closed	-$498K	–	2646
2022 Q3	$498K	Buy	127,507 +113,273	+796%	+$790K	0.01%	1554
2022 Q2	$132K	Buy	+14,234	New	+$145K	﹤0.01%	2371
2021 Q4	–	Sell	-33,351	Closed	-$1.35M	–	3399
2021 Q3	$1.35M	Buy	33,351 +15,109	+83%	+$704K	0.01%	1015
2021 Q2	$1.06M	Buy	18,242 +10,105	+124%	+$664K	0.01%	999
2021 Q1	$591K	Buy	+8,137	New	+$520K	0.01%	1641
2019 Q4	–	Sell	-7,689	Closed	-$513K	–	1277
2019 Q3	$513K	Buy	+7,689	New	+$694K	0.03%	666

Other funds holding EHTH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

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

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return