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Meridian Wealth Management’s eHealth EHTH Stock Holding History

Meridian Wealth Management’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
-4,560
Closed -$447K – 265
2020
Q2 		$447K Buy
4,560
+1,160
+34% +$135K 0.15% 127
2020
Q1 		$478K Buy
+3,400
New +$390K 0.21% 113

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

Meridian Wealth Management's EHTH Position: Q3 2020 in Review

Meridian Wealth Management sold out of eHealth (EHTH) in Q3 2020, closing a stake of 4,560 shares — an estimated $447K sold.

Meridian Wealth Management first reported a position in EHTH in Q1 2020 and held it in 2 quarters. The position peaked at $478K in Q1 2020. 234 funds tracked by Wall St. Rank hold EHTH as of Q3 2020.

  • Meridian Wealth Management reported no remaining eHealth position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 4,560 eHealth shares in Q3 2020, an estimated $447K.
  • Meridian Wealth Management first reported a position in eHealth in Q1 2020 and held it in 2 quarters.
  • Meridian Wealth Management's eHealth position peaked at $478K in Q1 2020.
  • 234 funds tracked by Wall St. Rank held eHealth as of Q3 2020.

Based on Meridian Wealth Management's 13F filing for Q3 2020, filed 9 Oct 2020.