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Waddell & Reed Financial’s eHealth EHTH Stock Holding History

Waddell & Reed Financial’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
Q3 		– Sell
-381,292
Closed -$37.5M – 468
2020
Q2 		$37.5M Sell
381,292
-65,552
-15% -$7.62M 0.1% 234
2020
Q1 		$62.9M Buy
446,844
+2,747
+0.6% +$315K 0.2% 137
2019
Q4 		$42.7M Buy
444,097
+67,761
+18% +$5.26M 0.11% 223
2019
Q3 		$25.1M Buy
376,336
+18,172
+5% +$1.64M 0.07% 298
2019
Q2 		$30.8M Buy
+358,164
New +$24.1M 0.08% 273

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waddell & Reed Financial's EHTH Position: Q3 2020 in Review

Waddell & Reed Financial sold out of eHealth (EHTH) in Q3 2020, closing a stake of 381,292 shares — an estimated $37.5M sold.

Waddell & Reed Financial first reported a position in EHTH in Q2 2019 and held it in 5 quarters. The position peaked at $62.9M in Q1 2020. 235 funds tracked by Wall St. Rank hold EHTH as of Q3 2020.

  • Waddell & Reed Financial reported no remaining eHealth position as of Q3 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 381,292 eHealth shares in Q3 2020, an estimated $37.5M.
  • Waddell & Reed Financial first reported a position in eHealth in Q2 2019 and held it in 5 quarters.
  • Waddell & Reed Financial's eHealth position peaked at $62.9M in Q1 2020.
  • 235 funds tracked by Wall St. Rank held eHealth as of Q3 2020.

Based on Waddell & Reed Financial's 13F filing for Q3 2020, filed 13 Nov 2020.