de Creative Planning Encompass Health EHC Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 7.6 M | Comprar |
75,142
+15,239
| +25% | +USD 1.58 M | ﹤0.01% | 1084 |
|
|
2026
Q1 | USD 5.79 M | Comprar |
59,903
+20,170
| +51% | +USD 2.07 M | ﹤0.01% | 1080 |
|
|
2025
Q4 | USD 4.22 M | Vender |
39,733
-939
| -2% | -USD 109 k | ﹤0.01% | 1131 |
|
|
2025
Q3 | USD 5.17 M | Comprar |
40,672
+12,344
| +44% | +USD 1.47 M | ﹤0.01% | 860 |
|
|
2025
Q2 | USD 3.47 M | Comprar |
28,328
+3,681
| +15% | +USD 420 k | ﹤0.01% | 950 |
|
|
2025
Q1 | USD 2.5 M | Comprar |
24,647
+1,335
| +6% | +USD 130 k | ﹤0.01% | 1042 |
|
|
2024
Q4 | USD 2.15 M | Comprar |
23,312
+4,226
| +22% | +USD 415 k | ﹤0.01% | 1088 |
|
|
2024
Q3 | USD 1.84 M | Comprar |
19,086
+743
| +4% | +USD 66.8 k | ﹤0.01% | 1105 |
|
|
2024
Q2 | USD 1.57 M | Comprar |
18,343
+962
| +6% | +USD 80.7 k | ﹤0.01% | 1121 |
|
|
2024
Q1 | USD 1.44 M | Comprar |
17,381
+1,206
| +7% | +USD 88.3 k | ﹤0.01% | 1119 |
|
|
2023
Q4 | USD 1.08 M | Comprar |
16,175
+9,279
| +135% | +USD 601 k | ﹤0.01% | 1189 |
|
|
2023
Q3 | USD 463 k | Vender |
6,896
-634
| -8% | -USD 43.6 k | ﹤0.01% | 1615 |
|
|
2023
Q2 | USD 510 k | Vender |
7,530
-959
| -11% | -USD 60.1 k | ﹤0.01% | 1540 |
|
|
2023
Q1 | USD 459 k | Comprar |
8,489
+630
| +8% | +USD 36.7 k | ﹤0.01% | 1517 |
|
|
2022
Q4 | USD 470 k | Comprar |
7,859
+520
| +7% | +USD 28.3 k | ﹤0.01% | 1463 |
|
|
2022
Q3 | USD 332 k | Vender |
7,339
-296
| -4% | -USD 14.8 k | ﹤0.01% | 1585 |
|
|
2022
Q2 | USD 340 k | Comprar |
7,635
+256
| +3% | +USD 13.1 k | ﹤0.01% | 1534 |
|
|
2022
Q1 | USD 418 k | Vender |
7,379
-55
| -0.7% | -USD 2.87 k | ﹤0.01% | 1427 |
|
|
2021
Q4 | USD 386 k | Comprar |
7,434
+774
| +12% | +USD 39.9 k | ﹤0.01% | 1462 |
|
|
2021
Q3 | USD 398 k | Vender |
6,660
-52
| -0.8% | -USD 3.27 k | ﹤0.01% | 1427 |
|
|
2021
Q2 | USD 417 k | Vender |
6,712
-714
| -10% | -USD 47.6 k | ﹤0.01% | 1379 |
|
|
2021
Q1 | USD 484 k | Comprar |
7,426
+16
| +0.2% | +USD 1.04 k | ﹤0.01% | 1467 |
|
|
2020
Q4 | USD 487 k | Comprar |
7,410
+99
| +1% | +USD 5.82 k | ﹤0.01% | 1334 |
|
|
2020
Q3 | USD 378 k | Vender |
7,311
-381
| -5% | -USD 19.6 k | ﹤0.01% | 1277 |
|
|
2020
Q2 | USD 379 k | Vender |
7,692
-1,722
| -18% | -USD 92.9 k | ﹤0.01% | 1178 |
|
|
2020
Q1 | USD 480 k | Comprar |
9,414
+824
| +10% | +USD 47.5 k | ﹤0.01% | 964 |
|
|
2019
Q4 | USD 473 k | Comprar |
8,590
+189
| +2% | +USD 10.3 k | ﹤0.01% | 1138 |
|
|
2019
Q3 | USD 423 k | Comprar |
8,401
+19
| +0.2% | +USD 955 | ﹤0.01% | 1161 |
|
|
2019
Q2 | USD 422 k | Comprar |
8,382
+273
| +3% | +USD 13.2 k | ﹤0.01% | 1168 |
|
|
2019
Q1 | USD 377 k | Vender |
8,109
-13,801
| -63% | -USD 699 k | ﹤0.01% | 1202 |
|
|
2018
Q4 | USD 1.08 M | Vender |
21,910
-84
| -0.4% | -USD 4.78 k | ﹤0.01% | 642 |
|
|
2018
Q3 | USD 1.36 M | Vender |
21,994
-40
| -0.2% | -USD 2.43 k | 0.01% | 624 |
|
|
2018
Q2 | USD 1.19 M | Vender |
22,034
-2,097
| -9% | -USD 105 k | ﹤0.01% | 658 |
|
|
2018
Q1 | USD 1.1 M | Comprar |
+24,131
| Nuevas | +USD 1.03 M | ﹤0.01% | 688 |
|
|
2017
Q4 | – | Vender |
-8,478
| Cerradas | -USD 313 k | – | 1930 |
|
|
2017
Q3 | USD 313 k | Comprar |
8,478
+4,977
| +142% | +USD 177 k | ﹤0.01% | 1310 |
|
|
2017
Q2 | USD 135 k | Comprar |
3,501
+1,199
| +52% | +USD 43.9 k | ﹤0.01% | 1773 |
|
|
2017
Q1 | USD 78 k | Comprar |
2,302
+888
| +63% | +USD 29.2 k | ﹤0.01% | 2128 |
|
|
2016
Q4 | USD 46 k | Comprar |
1,414
+41
| +3% | +USD 1.33 k | ﹤0.01% | 2446 |
|
|
2016
Q3 | USD 44 k | Vender |
1,373
-2,220
| -62% | -USD 71.9 k | ﹤0.01% | 2460 |
|
|
2016
Q2 | USD 111 k | Comprar |
3,593
+71
| +2% | +USD 2.22 k | ﹤0.01% | 1610 |
|
|
2016
Q1 | USD 105 k | Vender |
3,522
-282
| -7% | -USD 7.79 k | ﹤0.01% | 1595 |
|
|
2015
Q4 | USD 105 k | Comprar |
3,804
+568
| +18% | +USD 16.2 k | ﹤0.01% | 1602 |
|
|
2015
Q3 | USD 99 k | Comprar |
+3,236
| Nuevas | +USD 113 k | ﹤0.01% | 1605 |
|
|
2015
Q2 | – | Vender |
-2,770
| Cerradas | -USD 98 k | – | 1623 |
|
|
2015
Q1 | USD 98 k | Mantener |
2,770
| – | – | ﹤0.01% | 1578 |
|
|
2014
Q4 | USD 85 k | Comprar |
2,770
+6
| +0.2% | +USD 187 | ﹤0.01% | 1632 |
|
|
2014
Q3 | USD 81 k | Vender |
2,764
-2,615
| -49% | -USD 79.7 k | ﹤0.01% | 1612 |
|
|
2014
Q2 | USD 153 k | Comprar |
5,379
+2,562
| +91% | +USD 71.4 k | ﹤0.01% | 1182 |
|
|
2014
Q1 | USD 81 k | Comprar |
2,817
+4
| +0.1% | +USD 104 | ﹤0.01% | 1520 |
|
|
2013
Q4 | USD 75 k | Vender |
2,813
-64
| -2% | -USD 1.78 k | ﹤0.01% | 1355 |
|
|
2013
Q3 | USD 79 k | Mantener |
2,877
| – | – | ﹤0.01% | 1259 |
|
|
2013
Q2 | USD 66 k | Comprar |
+2,877
| Nuevas | +USD 65 k | ﹤0.01% | 1217 |
|
Otros fondos que tienen EHC en su cartera
Posición de Creative Planning en EHC: resumen de T2 2026
Creative Planning aumentó su participación en Encompass Health (EHC) en 25% durante T2 2026, al comprar aproximadamente USD 1.58 M y elevar la posición a 75,142 acciones con un valor de USD 7.6 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1084.
Creative Planning reportó por primera vez una posición en EHC en T2 2013 y la ha mantenido durante 51 trimestres desde entonces. Al cierre de T2 2026, 599 fondos que sigue Wall St. Rank mantienen una posición en EHC.
- Al cierre de T2 2026, Creative Planning tenía 75,142 acciones de Encompass Health con un valor de USD 7.6 M.
- Creative Planning compró 15,239 acciones de Encompass Health en T2 2026, por un monto estimado de USD 1.58 M.
- Encompass Health representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1084.
- Creative Planning reportó por primera vez una posición en Encompass Health en T2 2013 y la ha mantenido durante 51 trimestres desde entonces.
- Al cierre de T2 2026, 599 fondos que sigue Wall St. Rank tenían Encompass Health en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.