Paloma Partners’s eHealth EHTH Stock Holding History

Paloma Partners’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 Q1	–	Sell	-22,336	Closed	-$210K	–	180
2024 Q4	$210K	Buy	+22,336	New	+$124K	0.01%	240
2024 Q3	–	Sell	-26,667	Closed	-$121K	–	1316
2024 Q2	$121K	Buy	+26,667	New	+$134K	0.01%	1055
2022 Q2	–	Sell	-21,510	Closed	-$267K	–	1295
2022 Q1	$267K	Sell	21,510 -7,367	-26%	-$127K	0.02%	1220
2021 Q4	$736K	Buy	+28,877	New	+$959K	0.02%	892
2021 Q3	–	Sell	-4,026	Closed	-$235K	–	1318
2021 Q2	$235K	Buy	+4,026	New	+$265K	0.01%	1454
2020 Q4	–	Sell	-5,830	Closed	-$461K	–	1789
2020 Q3	$461K	Sell	5,830 -5,760	-50%	-$467K	0.02%	1223
2020 Q2	$1.14M	Buy	11,590 +9,714	+518%	+$1.13M	0.02%	868
2020 Q1	$265K	Sell	1,876 -7,042	-79%	-$807K	0.03%	755
2019 Q4	$856K	Buy	8,918 +389	+5%	+$30.2K	0.02%	1044
2019 Q3	$570K	Buy	+8,529	New	+$769K	0.02%	1074
2017 Q3	–	Sell	-10,500	Closed	-$197K	–	2168
2017 Q2	$197K	Buy	+10,500	New	+$168K	0.01%	2002

Other funds holding EHTH

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

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

Dimensional Fund Advisors

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 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

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return