RJT
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Raymond James Trust’s eHealth EHTH Stock Holding History

Raymond James Trust’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
-5,104
Closed -$207K – 1196
2021
Q3 		$207K Hold
5,104
– – 0.01% 1054
2021
Q2 		$298K Sell
5,104
-17
-0.3% -$1.12K 0.01% 855
2021
Q1 		$372K Hold
5,121
– – 0.01% 715
2020
Q4 		$362K Buy
5,121
+1,200
+31% +$91.2K 0.01% 675
2020
Q3 		$310K Buy
3,921
+1,121
+40% +$90.9K 0.01% 677
2020
Q2 		$275K Hold
2,800
– – 0.01% 695
2020
Q1 		$394K Buy
+2,800
New +$321K 0.02% 459

Other funds holding EHTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
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
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Trust's EHTH Position: Q4 2021 in Review

Raymond James Trust sold out of eHealth (EHTH) in Q4 2021, closing a stake of 5,104 shares — an estimated $207K sold.

Raymond James Trust first reported a position in EHTH in Q1 2020 and held it in 7 quarters. The position peaked at $394K in Q1 2020. 178 funds tracked by Wall St. Rank hold EHTH as of Q4 2021.

  • Raymond James Trust reported no remaining eHealth position as of Q4 2021 after selling out during the quarter.
  • Raymond James Trust sold 5,104 eHealth shares in Q4 2021, an estimated $207K.
  • Raymond James Trust first reported a position in eHealth in Q1 2020 and held it in 7 quarters.
  • Raymond James Trust's eHealth position peaked at $394K in Q1 2020.
  • 178 funds tracked by Wall St. Rank held eHealth as of Q4 2021.

Based on Raymond James Trust's 13F filing for Q4 2021, filed 31 Jan 2022.