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Strategic Wealth Partners’s eHealth EHTH Stock Holding History

Strategic Wealth Partners’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
Q1 		– Sell
-9,181
Closed -$648K – 191
2020
Q4 		$648K Buy
9,181
+2,222
+32% +$169K 0.27% 93
2020
Q3 		$550K Buy
+6,959
New +$564K 0.28% 86

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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Strategic Wealth Partners's EHTH Position: Q1 2021 in Review

Strategic Wealth Partners sold out of eHealth (EHTH) in Q1 2021, closing a stake of 9,181 shares — an estimated $648K sold.

Strategic Wealth Partners first reported a position in EHTH in Q3 2020 and held it in 2 quarters. The position peaked at $648K in Q4 2020. 199 funds tracked by Wall St. Rank hold EHTH as of Q1 2021.

  • Strategic Wealth Partners reported no remaining eHealth position as of Q1 2021 after selling out during the quarter.
  • Strategic Wealth Partners sold 9,181 eHealth shares in Q1 2021, an estimated $648K.
  • Strategic Wealth Partners first reported a position in eHealth in Q3 2020 and held it in 2 quarters.
  • Strategic Wealth Partners's eHealth position peaked at $648K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held eHealth as of Q1 2021.

Based on Strategic Wealth Partners's 13F filing for Q1 2021, filed 24 May 2021.