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Sutton Wealth Advisors’s eHealth EHTH Stock Holding History

Sutton Wealth 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
Q3 		– Sell
-998
Closed -$9.31K – 1664
2022
Q2 		$9.31K Sell
998
-187
-16% -$1.9K ﹤0.01% 922
2022
Q1 		$14.7K Buy
1,185
+1,177
+14,713% +$20.3K 0.01% 824
2021
Q4 		$204 Sell
8
-244
-97% -$8.11K ﹤0.01% 1641
2021
Q3 		$10.2K Sell
252
-130
-34% -$6.06K ﹤0.01% 903
2021
Q2 		$22.3K Sell
382
-22
-5% -$1.45K 0.01% 671
2021
Q1 		$29.4K Buy
404
+32
+9% +$2.04K 0.01% 560
2020
Q4 		$26.3K Buy
372
+102
+38% +$7.75K 0.01% 534
2020
Q3 		$21.3K Sell
270
-33
-11% -$2.67K 0.01% 528
2020
Q2 		$29.8K Sell
303
-94
-24% -$10.9K 0.02% 427
2020
Q1 		$55.9K Buy
397
+94
+31% +$10.8K 0.04% 247
2019
Q4 		$29.1K Buy
303
+51
+20% +$3.96K 0.01% 463
2019
Q3 		$16.8K Hold
252
– – 0.01% 638
2019
Q2 		$21.7K Hold
252
– – 0.01% 546
2019
Q1 		$15.7K Hold
252
– – 0.01% 658
2018
Q4 		$9.68K Buy
+252
New +$8.48K 0.01% 756

Other funds holding EHTH

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Sutton Wealth Advisors's EHTH Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of eHealth (EHTH) in Q3 2022, closing a stake of 998 shares — an estimated $9.31K sold.

Sutton Wealth Advisors first reported a position in EHTH in Q4 2018 and held it in 15 quarters. The position peaked at $55.9K in Q1 2020. 130 funds tracked by Wall St. Rank hold EHTH as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining eHealth position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 998 eHealth shares in Q3 2022, an estimated $9.31K.
  • Sutton Wealth Advisors first reported a position in eHealth in Q4 2018 and held it in 15 quarters.
  • Sutton Wealth Advisors's eHealth position peaked at $55.9K in Q1 2020.
  • 130 funds tracked by Wall St. Rank held eHealth as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.