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Next Financial Group’s eHealth EHTH Stock Holding History

Next Financial Group’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
Q3 		– Sell
-9
Closed -$1K – 2760
2021
Q2 		$1K Hold
9
– – ﹤0.01% 2506
2021
Q1 		$1K Buy
9
+4
+80% +$256 ﹤0.01% 2396
2020
Q4 		$0 Sell
5
-91
-95% -$6.92K ﹤0.01% 2357
2020
Q3 		$8K Buy
+96
New +$7.78K ﹤0.01% 1681
2020
Q1 		– Sell
-50
Closed -$5K – 2190
2019
Q4 		$5K Hold
50
– – ﹤0.01% 1955
2019
Q3 		$3K Hold
50
– – ﹤0.01% 2003
2019
Q2 		$4K Hold
50
– – ﹤0.01% 1935
2019
Q1 		$3K Buy
+50
New +$2.76K ﹤0.01% 1362

Other funds holding EHTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's EHTH Position: Q3 2021 in Review

Next Financial Group sold out of eHealth (EHTH) in Q3 2021, closing a stake of 9 shares — an estimated $1K sold.

Next Financial Group first reported a position in EHTH in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q3 2020. 183 funds tracked by Wall St. Rank hold EHTH as of Q3 2021.

  • Next Financial Group reported no remaining eHealth position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 9 eHealth shares in Q3 2021, an estimated $1K.
  • Next Financial Group first reported a position in eHealth in Q1 2019 and held it in 8 quarters.
  • Next Financial Group's eHealth position peaked at $8K in Q3 2020.
  • 183 funds tracked by Wall St. Rank held eHealth as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.