MWM
EHTH icon

Modera Wealth Management’s eHealth EHTH Stock Holding History

Modera 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
2021
Q2 		– Sell
-12,500
Closed -$909K – 243
2021
Q1 		$909K Hold
12,500
– – 0.06% 100
2020
Q4 		$883K Hold
12,500
– – 0.07% 103
2020
Q3 		$988K Buy
+12,500
New +$1.01M 0.15% 56

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 $2.44B AUM 44.75% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 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
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

Modera Wealth Management's EHTH Position: Q2 2021 in Review

Modera Wealth Management sold out of eHealth (EHTH) in Q2 2021, closing a stake of 12,500 shares — an estimated $909K sold.

Modera Wealth Management first reported a position in EHTH in Q3 2020 and held it in 3 quarters. The position peaked at $988K in Q3 2020. 191 funds tracked by Wall St. Rank hold EHTH as of Q2 2021.

  • Modera Wealth Management reported no remaining eHealth position as of Q2 2021 after selling out during the quarter.
  • Modera Wealth Management sold 12,500 eHealth shares in Q2 2021, an estimated $909K.
  • Modera Wealth Management first reported a position in eHealth in Q3 2020 and held it in 3 quarters.
  • Modera Wealth Management's eHealth position peaked at $988K in Q3 2020.
  • 191 funds tracked by Wall St. Rank held eHealth as of Q2 2021.

Based on Modera Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.