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Patriot Financial Group Insurance Agency’s eHealth EHTH Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-180
Closed -$2K – 842
2022
Q2 		$2K Sell
180
-100
-36% -$1.02K ﹤0.01% 1740
2022
Q1 		$3K Sell
280
-750
-73% -$12.9K ﹤0.01% 1759
2021
Q4 		$26K Buy
1,030
+420
+69% +$14K ﹤0.01% 1101
2021
Q3 		$25K Buy
610
+410
+205% +$19.1K ﹤0.01% 1109
2021
Q2 		$12K Buy
+200
New +$13.2K ﹤0.01% 1360
2020
Q2 		– Sell
-6
Closed -$1K – 1691
2020
Q1 		$1K Buy
+6
New +$688 ﹤0.01% 1417

Other funds holding EHTH

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EHTH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of eHealth (EHTH) in Q3 2022, closing a stake of 180 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in EHTH in Q1 2020 and held it in 6 quarters. The position peaked at $26K in Q4 2021. 130 funds tracked by Wall St. Rank hold EHTH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining eHealth position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 180 eHealth shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in eHealth in Q1 2020 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's eHealth position peaked at $26K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held eHealth as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.