IFP Advisors’s eHealth EHTH Stock Holding History

IFP Advisors’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
2026 Q1	$174	Buy	135 +117	+650%	+$271	﹤0.01%	4648
2025 Q4	$83	Buy	+18	New	+$79	﹤0.01%	4630
2023 Q1	–	Sell	-996	Closed	-$21K	–	3671
2022 Q4	$21K	Buy	996 +624	+168%	+$2.33K	﹤0.01%	2841
2022 Q3	$8K	Hold	372	–	–	﹤0.01%	3764
2022 Q2	$8K	Hold	372	–	–	﹤0.01%	3516
2022 Q1	$8K	Buy	+372	New	+$6.41K	﹤0.01%	3516
2021 Q3	–	Hold	0	–	–	–	3735
2021 Q2	–	Hold	0	–	–	–	3450
2021 Q1	–	Sell	-1,805	Closed	-$115K	–	3374
2020 Q4	$128K	Buy	+1,805	New	+$137K	0.01%	1008
2020 Q3	–	Hold	0	–	–	–	3128
2020 Q2	–	Sell	-209	Closed	-$24.3K	–	3005
2020 Q1	$29K	Buy	209 +8	+4%	+$917	﹤0.01%	1344
2019 Q4	$19K	Buy	+201	New	+$15.6K	﹤0.01%	1626
2019 Q3	–	Hold	0	–	–	–	3233
2016 Q4	–	Sell	-50	Closed	-$1K	–	4011
2016 Q3	$1K	Hold	50	–	–	﹤0.01%	3707
2016 Q2	$1K	Buy	+50	New	+$607	﹤0.01%	3598
2016 Q1	–	Sell	-50	Closed	–	–	2641
2015 Q4	$0	Buy	+50	New	+$596	﹤0.01%	3739

Other funds holding EHTH

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return