O'Shaughnessy Asset Management’s eHealth EHTH Stock Holding History

O'Shaughnessy Asset 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 Q4	–	Sell	-119	Closed	-$5K	–	1594
2021 Q3	$5K	Hold	119	–	–	﹤0.01%	2322
2021 Q2	$7K	Hold	119	–	–	﹤0.01%	2069
2021 Q1	$9K	Hold	119	–	–	﹤0.01%	1800
2020 Q4	$8K	Hold	119	–	–	﹤0.01%	1589
2020 Q3	$9K	Hold	119	–	–	﹤0.01%	1378
2020 Q2	$12K	Buy	+119	New	+$13.8K	﹤0.01%	1227
2020 Q1	–	Sell	-191	Closed	-$18K	–	1422
2019 Q4	$18K	Buy	+191	New	+$14.8K	﹤0.01%	1165
2014 Q3	–	Sell	-7,830	Closed	-$297K	–	992
2014 Q2	$297K	Sell	7,830 -1	-0%	-$40	0.01%	505
2014 Q1	$397K	Buy	+7,831	New	+$408K	0.01%	430
2013 Q4	–	Sell	-9,996	Closed	-$322K	–	983
2013 Q3	$322K	Sell	9,996 -6,774	-40%	-$187K	0.01%	472
2013 Q2	$382K	Buy	+16,770	New	+$377K	0.01%	432

Other funds holding EHTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

HEC

Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Shaughnessy Asset Management's EHTH Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of eHealth (EHTH) in Q4 2021, closing a stake of 119 shares — an estimated $5K sold.

O'Shaughnessy Asset Management first reported a position in EHTH in Q2 2013 and held it in 11 quarters. The position peaked at $397K in Q1 2014. 178 funds tracked by Wall St. Rank hold EHTH as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining eHealth position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 119 eHealth shares in Q4 2021, an estimated $5K.
O'Shaughnessy Asset Management first reported a position in eHealth in Q2 2013 and held it in 11 quarters.
O'Shaughnessy Asset Management's eHealth position peaked at $397K in Q1 2014.
178 funds tracked by Wall St. Rank held eHealth as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.