SWA
EHTH icon

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 – 1667
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 $4.57B AUM 4.97% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $134B AUM 35.51% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return