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SC&H Financial Advisors’s eHealth EHTH Stock Holding History

SC&H Financial Advisors’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
Q3 		– Sell
-10,000
Closed -$43.5K – 150
2025
Q2 		$43.5K Hold
10,000
– – 0.01% 155
2025
Q1 		$66.8K Hold
10,000
– – 0.01% 150
2024
Q4 		$94K Hold
10,000
– – 0.02% 147
2024
Q3 		$40.8K Hold
10,000
– – 0.01% 152
2024
Q2 		$45.3K Buy
+10,000
New +$50.3K 0.01% 143

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NCM
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PAI
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Vanguard Group
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FCM
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Dimensional Fund Advisors
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return