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Joseph P. Lucia & Associates’s eHealth EHTH Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q3 		– Sell
-540
Closed -$53K – 185
2020
Q2 		$53K Hold
540
– – 0.05% 168
2020
Q1 		$76K Hold
540
– – 0.08% 137
2019
Q4 		$52K Hold
540
– – 0.05% 172
2019
Q3 		$36K Hold
540
– – 0.04% 194
2019
Q2 		$46K Buy
+540
New +$36.3K 0.05% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Joseph P. Lucia & Associates's EHTH Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of eHealth (EHTH) in Q3 2020, closing a stake of 540 shares — an estimated $53K sold.

Joseph P. Lucia & Associates first reported a position in EHTH in Q2 2019 and held it in 5 quarters. The position peaked at $76K in Q1 2020. 234 funds tracked by Wall St. Rank hold EHTH as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining eHealth position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 540 eHealth shares in Q3 2020, an estimated $53K.
  • Joseph P. Lucia & Associates first reported a position in eHealth in Q2 2019 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's eHealth position peaked at $76K in Q1 2020.
  • 234 funds tracked by Wall St. Rank held eHealth as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.