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Osterweis Capital Management’s eHealth EHTH Stock Holding History

Osterweis Capital 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
Q1 		– Sell
-65,605
Closed -$4.63M – 137
2020
Q4 		$4.63M Buy
65,605
+24,745
+61% +$1.88M 0.28% 88
2020
Q3 		$3.23M Sell
40,860
-265
-0.6% -$21.5K 0.22% 84
2020
Q2 		$4.04M Buy
41,125
+9,930
+32% +$1.15M 0.29% 78
2020
Q1 		$4.39M Sell
31,195
-31,640
-50% -$3.63M 0.36% 61
2019
Q4 		$6.04M Sell
62,835
-12,045
-16% -$935K 0.42% 56
2019
Q3 		$5M Buy
74,880
+1,825
+2% +$165K 0.36% 60
2019
Q2 		$6.29M Buy
73,055
+18,470
+34% +$1.24M 0.44% 52
2019
Q1 		$3.4M Buy
+54,585
New +$3.01M 0.21% 79

Other funds holding EHTH

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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Osterweis Capital Management's EHTH Position: Q1 2021 in Review

Osterweis Capital Management sold out of eHealth (EHTH) in Q1 2021, closing a stake of 65,605 shares — an estimated $4.63M sold.

Osterweis Capital Management first reported a position in EHTH in Q1 2019 and held it in 8 quarters. The position peaked at $6.29M in Q2 2019. 199 funds tracked by Wall St. Rank hold EHTH as of Q1 2021.

  • Osterweis Capital Management reported no remaining eHealth position as of Q1 2021 after selling out during the quarter.
  • Osterweis Capital Management sold 65,605 eHealth shares in Q1 2021, an estimated $4.63M.
  • Osterweis Capital Management first reported a position in eHealth in Q1 2019 and held it in 8 quarters.
  • Osterweis Capital Management's eHealth position peaked at $6.29M in Q2 2019.
  • 199 funds tracked by Wall St. Rank held eHealth as of Q1 2021.

Based on Osterweis Capital Management's 13F filing for Q1 2021, filed 14 May 2021.