AFWM
EHC icon

Abich Financial Wealth Management’s Encompass Health EHC Stock Holding History

Abich Financial Wealth Management’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7
Closed -$601 – 518
2024
Q2 		$601 Buy
+7
New +$587 ﹤0.01% 694

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abich Financial Wealth Management's EHC Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Encompass Health (EHC) in Q3 2024, closing a stake of 7 shares — an estimated $601 sold.

Abich Financial Wealth Management first reported a position in EHC in Q2 2024 and held it in 1 quarter. The position peaked at $601 in Q2 2024. 482 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Encompass Health position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 7 Encompass Health shares in Q3 2024, an estimated $601.
  • Abich Financial Wealth Management first reported a position in Encompass Health in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Encompass Health position peaked at $601 in Q2 2024.
  • 482 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.