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Sterling Investment Advisors (Pennsylvania)’s eHealth EHTH Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-2,000
Closed -$117K – 580
2021
Q2 		$117K Hold
2,000
– – 0.03% 184
2021
Q1 		$145K Buy
+2,000
New +$128K 0.05% 158

Other funds holding EHTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s EHTH Position: Q3 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of eHealth (EHTH) in Q3 2021, closing a stake of 2,000 shares — an estimated $117K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in EHTH in Q1 2021 and held it in 2 quarters. The position peaked at $145K in Q1 2021. 183 funds tracked by Wall St. Rank hold EHTH as of Q3 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining eHealth position as of Q3 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,000 eHealth shares in Q3 2021, an estimated $117K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in eHealth in Q1 2021 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s eHealth position peaked at $145K in Q1 2021.
  • 183 funds tracked by Wall St. Rank held eHealth as of Q3 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2021, filed 9 Nov 2021.