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Money Concepts Capital’s eHealth EHTH Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-158
Closed -$765 – 1157
2022
Q4 		$765 Buy
158
+118
+295% +$440 ﹤0.01% 2927
2022
Q3 		$0 Hold
40
– – ﹤0.01% 1577
2022
Q2 		$0 Sell
40
-118
-75% -$1.2K ﹤0.01% 1750
2022
Q1 		$2K Buy
+158
New +$2.72K ﹤0.01% 2439
2021
Q1 		$314K Sell
4,311
-2,741
-39% -$175K 0.03% 400
2020
Q4 		$498K Buy
+7,052
New +$536K 0.05% 289

Other funds holding EHTH

PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Money Concepts Capital's EHTH Position: Q1 2023 in Review

Money Concepts Capital sold out of eHealth (EHTH) in Q1 2023, closing a stake of 158 shares — an estimated $765 sold.

Money Concepts Capital first reported a position in EHTH in Q4 2020 and held it in 6 quarters. The position peaked at $498K in Q4 2020. 113 funds tracked by Wall St. Rank hold EHTH as of Q1 2023.

  • Money Concepts Capital reported no remaining eHealth position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 158 eHealth shares in Q1 2023, an estimated $765.
  • Money Concepts Capital first reported a position in eHealth in Q4 2020 and held it in 6 quarters.
  • Money Concepts Capital's eHealth position peaked at $498K in Q4 2020.
  • 113 funds tracked by Wall St. Rank held eHealth as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.