LPL Financial’s eHealth EHTH Stock Holding History

LPL 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
2020 Q3	–	Sell	-4,105	Closed	-$403K	–	3569
2020 Q2	$403K	Sell	4,105 -690	-14%	-$80.2K	﹤0.01%	2594
2020 Q1	$675K	Buy	4,795 +2,635	+122%	+$302K	﹤0.01%	1890
2019 Q4	$208K	Buy	+2,160	New	+$168K	﹤0.01%	3072

Other funds holding EHTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial's EHTH Position: Q3 2020 in Review

LPL Financial sold out of eHealth (EHTH) in Q3 2020, closing a stake of 4,105 shares — an estimated $403K sold.

LPL Financial first reported a position in EHTH in Q4 2019 and held it in 3 quarters. The position peaked at $675K in Q1 2020. 235 funds tracked by Wall St. Rank hold EHTH as of Q3 2020.

LPL Financial reported no remaining eHealth position as of Q3 2020 after selling out during the quarter.
LPL Financial sold 4,105 eHealth shares in Q3 2020, an estimated $403K.
LPL Financial first reported a position in eHealth in Q4 2019 and held it in 3 quarters.
LPL Financial's eHealth position peaked at $675K in Q1 2020.
235 funds tracked by Wall St. Rank held eHealth as of Q3 2020.

Based on LPL Financial's 13F filing for Q3 2020, filed 9 Nov 2020.