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Steward Partners Investment Advisory’s eHealth EHTH Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-1,000
Closed -$9.4K – 4050
2024
Q4 		$9.4K Hold
1,000
– – ﹤0.01% 3123
2024
Q3 		$4.08K Sell
1,000
-450
-31% -$1.95K ﹤0.01% 3254
2024
Q2 		$6.57K Sell
1,450
-100
-6% -$503 ﹤0.01% 2961
2024
Q1 		$9.35K Buy
1,550
+1,350
+675% +$8.96K ﹤0.01% 2835
2023
Q4 		$1.74K Hold
200
– – ﹤0.01% 3226
2023
Q3 		$1.48K Sell
200
-300
-60% -$2.36K ﹤0.01% 3135
2023
Q2 		$4.02K Sell
500
-400
-44% -$3.2K ﹤0.01% 2861
2023
Q1 		$8.42K Sell
900
-100
-10% -$786 ﹤0.01% 2603
2022
Q4 		$4.84K Sell
1,000
-500
-33% -$1.86K ﹤0.01% 2785
2022
Q3 		$6K Sell
1,500
-200
-12% -$1.4K ﹤0.01% 2692
2022
Q2 		$16K Sell
1,700
-400
-19% -$4.07K ﹤0.01% 2316
2022
Q1 		$26K Sell
2,100
-2,000
-49% -$34.5K ﹤0.01% 2238
2021
Q4 		$105K Sell
4,100
-11,519
-74% -$383K ﹤0.01% 1578
2021
Q3 		$633K Sell
15,619
-1,553
-9% -$72.4K 0.01% 832
2021
Q2 		$1M Buy
17,172
+1,372
+9% +$90.2K 0.02% 666
2021
Q1 		$1.15M Sell
15,800
-1,800
-10% -$115K 0.02% 595
2020
Q4 		$1.24M Buy
17,600
+16,900
+2,414% +$1.28M 0.03% 496
2020
Q3 		$55K Buy
+700
New +$56.7K ﹤0.01% 1459

Other funds holding EHTH

8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Steward Partners Investment Advisory's EHTH Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of eHealth (EHTH) in Q1 2025, closing a stake of 1,000 shares — an estimated $9.4K sold.

Steward Partners Investment Advisory first reported a position in EHTH in Q3 2020 and held it in 18 quarters. The position peaked at $1.24M in Q4 2020. 116 funds tracked by Wall St. Rank hold EHTH as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining eHealth position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 eHealth shares in Q1 2025, an estimated $9.4K.
  • Steward Partners Investment Advisory first reported a position in eHealth in Q3 2020 and held it in 18 quarters.
  • Steward Partners Investment Advisory's eHealth position peaked at $1.24M in Q4 2020.
  • 116 funds tracked by Wall St. Rank held eHealth as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.