Occudo Quantitative Strategies’s eHealth EHTH Stock Holding History

Occudo Quantitative Strategies’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
2025 Q2	–	Sell	-39,193	Closed	-$258K	–	703
2025 Q1	$258K	Buy	39,193 +21,782	+125%	+$198K	0.03%	511
2024 Q4	$164K	Buy	+17,411	New	+$96.7K	0.03%	597
2022 Q4	–	Sell	-51,771	Closed	-$202K	–	1078
2022 Q3	$202K	Sell	51,771 -441	-0.8%	-$3.08K	0.02%	961
2022 Q2	$487K	Sell	52,212 -34,062	-39%	-$346K	0.04%	631
2022 Q1	$1.07M	Buy	86,274 +55,190	+178%	+$951K	0.09%	365
2021 Q4	$793K	Buy	+31,084	New	+$1.03M	0.07%	444

Other funds holding EHTH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return