HH
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HWG Holdings’s eHealth EHTH Stock Holding History

HWG Holdings’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
-1,700
Closed -$120K – 105
2020
Q4 		$120K Buy
+1,700
New +$129K 0.06% 68
2020
Q3 		– Sell
-1,700
Closed -$167K – 114
2020
Q2 		$167K Buy
+1,700
New +$198K 0.13% 64

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 $2.83B AUM 30.34% 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

HWG Holdings's EHTH Position: Q4 2019 in Review

HWG Holdings increased its eHealth (EHTH) stake by 176% in Q4 2019, buying an estimated $1.22M and bringing the position to 24,742 shares worth $2.38M. The position accounts for 1.94% of the portfolio, ranked #11.

HWG Holdings first reported a position in EHTH in Q1 2019 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold EHTH as of Q4 2019.

  • HWG Holdings held 24,742 shares of eHealth worth $2.38M as of Q4 2019.
  • HWG Holdings bought 15,778 eHealth shares in Q4 2019, an estimated $1.22M.
  • eHealth made up 1.94% of HWG Holdings's portfolio in Q4 2019, its #11 holding.
  • HWG Holdings first reported a position in eHealth in Q1 2019 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held eHealth as of Q4 2019.

Based on HWG Holdings's 13F filing for Q4 2019, filed 9 Jan 2020.