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Sowell Financial Services’s eHealth EHTH Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-177
Closed -$12K – 1135
2021
Q1 		$12K Sell
177
-59
-25% -$3.77K ﹤0.01% 2236
2020
Q4 		$17K Buy
+236
New +$17.9K ﹤0.01% 1796
2020
Q2 		– Sell
-75
Closed -$11K – 2507
2020
Q1 		$11K Buy
+75
New +$8.6K ﹤0.01% 1575

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
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 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
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return

Sowell Financial Services's EHTH Position: Q2 2021 in Review

Sowell Financial Services sold out of eHealth (EHTH) in Q2 2021, closing a stake of 177 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in EHTH in Q1 2020 and held it in 3 quarters. The position peaked at $17K in Q4 2020. 192 funds tracked by Wall St. Rank hold EHTH as of Q2 2021.

  • Sowell Financial Services reported no remaining eHealth position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 177 eHealth shares in Q2 2021, an estimated $12K.
  • Sowell Financial Services first reported a position in eHealth in Q1 2020 and held it in 3 quarters.
  • Sowell Financial Services's eHealth position peaked at $17K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held eHealth as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.