Winslow Evans & Crocker’s eHealth EHTH Stock Holding History

Winslow Evans & Crocker’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	$46K	Buy	660 +250	+61%	+$19K	0.01%	616
2020 Q3	$32K	Sell	410 -895	-69%	-$72.5K	0.01%	538
2020 Q2	$128K	Buy	1,305 +125	+11%	+$14.5K	0.03%	319
2020 Q1	$168K	Buy	1,180 +1,124	+2,007%	+$129K	0.06%	257
2019 Q4	$6K	Hold	56	–	–	﹤0.01%	929
2019 Q3	$4K	Hold	56	–	–	﹤0.01%	980
2019 Q2	$6K	Hold	56	–	–	﹤0.01%	926
2019 Q1	$4K	Buy	+56	New	+$3.09K	﹤0.01%	1004
2014 Q1	–	Sell	-135	Closed	-$6K	–	1320
2013 Q4	$6K	Buy	+135	New	+$5.63K	﹤0.01%	1076

Other funds holding EHTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winslow Evans & Crocker's EHTH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its eHealth (EHTH) stake by 61% in Q4 2020, buying an estimated $19K and bringing the position to 660 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #616.

Winslow Evans & Crocker first reported a position in EHTH in Q4 2013 and has held it in 9 quarters since. The position peaked at $168K in Q1 2020. 241 funds tracked by Wall St. Rank hold EHTH as of Q4 2020.

Winslow Evans & Crocker held 660 shares of eHealth worth $46K as of Q4 2020.
Winslow Evans & Crocker bought 250 eHealth shares in Q4 2020, an estimated $19K.
eHealth made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #616 holding.
Winslow Evans & Crocker first reported a position in eHealth in Q4 2013 and has held it in 9 quarters since.
Winslow Evans & Crocker's eHealth position peaked at $168K in Q1 2020.
241 funds tracked by Wall St. Rank held eHealth as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.