MCC
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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% 1578
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 $654M AUM 77.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return