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Trellus Management Company’s eHealth EHTH Stock Holding History

Trellus Management Company’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
2020
Q4 		– Sell
-4,446
Closed -$351K – 58
2020
Q3 		$351K Sell
4,446
-554
-11% -$44.9K 0.36% 50
2020
Q2 		$491K Buy
+5,000
New +$581K 0.53% 40
2018
Q4 		– Sell
-20,160
Closed -$570K – 51
2018
Q3 		$570K Buy
+20,160
New +$535K 0.82% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trellus Management Company's EHTH Position: Q4 2020 in Review

Trellus Management Company sold out of eHealth (EHTH) in Q4 2020, closing a stake of 4,446 shares — an estimated $351K sold.

Trellus Management Company first reported a position in EHTH in Q3 2018 and held it in 3 quarters. The position peaked at $570K in Q3 2018. 241 funds tracked by Wall St. Rank hold EHTH as of Q4 2020.

  • Trellus Management Company reported no remaining eHealth position as of Q4 2020 after selling out during the quarter.
  • Trellus Management Company sold 4,446 eHealth shares in Q4 2020, an estimated $351K.
  • Trellus Management Company first reported a position in eHealth in Q3 2018 and held it in 3 quarters.
  • Trellus Management Company's eHealth position peaked at $570K in Q3 2018.
  • 241 funds tracked by Wall St. Rank held eHealth as of Q4 2020.

Based on Trellus Management Company's 13F filing for Q4 2020, filed 10 Feb 2021.