Summit Trail Advisors’s eHealth EHTH Stock Holding History

Summit Trail 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
2022 Q2	–	Sell	-35,873	Closed	-$445K	–	394
2022 Q1	$445K	Buy	35,873 +175	+0.5%	+$3.02K	0.04%	191
2021 Q4	$910K	Hold	35,698	–	–	0.06%	135
2021 Q3	$1.45M	Buy	35,698 +3,853	+12%	+$180K	0.11%	91
2021 Q2	$1.86M	Hold	31,845	–	–	0.16%	70
2021 Q1	$2.32M	Hold	31,845	–	–	0.25%	51
2020 Q4	$2.25M	Hold	31,845	–	–	0.28%	42
2020 Q3	$2.25M	Sell	31,845 -6,792	-18%	-$551K	0.43%	31
2020 Q2	$3.8M	Hold	38,637	–	–	0.71%	22
2020 Q1	$5.44M	Hold	38,637	–	–	1.46%	12
2019 Q4	$3.71M	Hold	38,637	–	–	2.15%	16
2019 Q3	$2.58M	Hold	38,637	–	–	0.92%	19
2019 Q2	$3.33M	Buy	38,637 +7,262	+23%	+$489K	1.45%	15
2019 Q1	$1.96M	Sell	31,375 -1,416	-4%	-$78K	0.85%	17
2018 Q4	$1.26M	Hold	32,791	–	–	0.45%	33
2018 Q3	$927K	Sell	32,791 -10,257	-24%	-$272K	0.2%	63
2018 Q2	$951K	Hold	43,048	–	–	0.33%	44
2018 Q1	$0	Hold	43,048	–	–	﹤0.01%	789
2017 Q4	$748K	Buy	+43,048	New	+$963K	0.09%	178

Other funds holding EHTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Summit Trail Advisors's EHTH Position: Q2 2022 in Review

Summit Trail Advisors sold out of eHealth (EHTH) in Q2 2022, closing a stake of 35,873 shares — an estimated $445K sold.

Summit Trail Advisors first reported a position in EHTH in Q4 2017 and held it in 18 quarters. The position peaked at $5.44M in Q1 2020. 155 funds tracked by Wall St. Rank hold EHTH as of Q2 2022.

Summit Trail Advisors reported no remaining eHealth position as of Q2 2022 after selling out during the quarter.
Summit Trail Advisors sold 35,873 eHealth shares in Q2 2022, an estimated $445K.
Summit Trail Advisors first reported a position in eHealth in Q4 2017 and held it in 18 quarters.
Summit Trail Advisors's eHealth position peaked at $5.44M in Q1 2020.
155 funds tracked by Wall St. Rank held eHealth as of Q2 2022.

Based on Summit Trail Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.