Advisors Asset Management’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $449K | Sell |
4,641
-110
| -2% | -$11.3K | 0.01% | 995 |
|
|
2025
Q4 | $504K | Buy |
4,751
+1,641
| +53% | +$190K | 0.01% | 953 |
|
|
2025
Q3 | $395K | Buy |
3,110
+903
| +41% | +$108K | 0.01% | 1010 |
|
|
2025
Q2 | $271K | Buy |
+2,207
| New | +$252K | ﹤0.01% | 1063 |
|
|
2024
Q1 | – | Sell |
-3,398
| Closed | -$227K | – | 1409 |
|
|
2023
Q4 | $227K | Sell |
3,398
-405
| -11% | -$26.2K | ﹤0.01% | 1091 |
|
|
2023
Q3 | $255K | Sell |
3,803
-4,754
| -56% | -$327K | 0.01% | 1056 |
|
|
2023
Q2 | $579K | Sell |
8,557
-6,590
| -44% | -$413K | 0.01% | 897 |
|
|
2023
Q1 | $819K | Sell |
15,147
-3,037
| -17% | -$177K | 0.02% | 820 |
|
|
2022
Q4 | $1.09M | Sell |
18,184
-7,490
| -29% | -$407K | 0.02% | 717 |
|
|
2022
Q3 | $1.16M | Sell |
25,674
-12,105
| -32% | -$606K | 0.02% | 670 |
|
|
2022
Q2 | $1.69M | Sell |
37,779
-3,311
| -8% | -$170K | 0.03% | 574 |
|
|
2022
Q1 | $2.33M | Sell |
41,090
-2,336
| -5% | -$122K | 0.04% | 540 |
|
|
2021
Q4 | $2.25M | Buy |
43,426
+1,934
| +5% | +$99.8K | 0.03% | 562 |
|
|
2021
Q3 | $2.48M | Buy |
41,492
+843
| +2% | +$53K | 0.04% | 526 |
|
|
2021
Q2 | $2.52M | Buy |
40,649
+893
| +2% | +$59.5K | 0.04% | 523 |
|
|
2021
Q1 | $2.59M | Buy |
39,756
+1,944
| +5% | +$127K | 0.04% | 490 |
|
|
2020
Q4 | $2.49M | Sell |
37,812
-2,510
| -6% | -$148K | 0.04% | 457 |
|
|
2020
Q3 | $2.08M | Sell |
40,322
-6,612
| -14% | -$339K | 0.04% | 454 |
|
|
2020
Q2 | $2.31M | Sell |
46,934
-4,711
| -9% | -$254K | 0.05% | 408 |
|
|
2020
Q1 | $2.63M | Sell |
51,645
-8,631
| -14% | -$498K | 0.06% | 314 |
|
|
2019
Q4 | $3.32M | Buy |
60,276
+144
| +0.2% | +$7.81K | 0.06% | 363 |
|
|
2019
Q3 | $3.03M | Sell |
60,132
-2,371
| -4% | -$119K | 0.06% | 389 |
|
|
2019
Q2 | $3.15M | Sell |
62,503
-1,159
| -2% | -$56.3K | 0.06% | 394 |
|
|
2019
Q1 | $2.96M | Buy |
63,662
+1,782
| +3% | +$90.3K | 0.05% | 408 |
|
|
2018
Q4 | $3.04M | Buy |
61,880
+6,024
| +11% | +$343K | 0.06% | 362 |
|
|
2018
Q3 | $3.46M | Buy |
55,856
+8,974
| +19% | +$546K | 0.06% | 388 |
|
|
2018
Q2 | $2.53M | Buy |
46,882
+8,889
| +23% | +$444K | 0.04% | 516 |
|
|
2018
Q1 | $1.61M | Buy |
37,993
+3,917
| +11% | +$168K | 0.03% | 668 |
|
|
2017
Q4 | $1.34M | Buy |
34,076
+6,069
| +22% | +$231K | 0.02% | 730 |
|
|
2017
Q3 | $1.03M | Buy |
28,007
+6,867
| +32% | +$245K | 0.02% | 847 |
|
|
2017
Q2 | $814K | Buy |
21,140
+4,695
| +29% | +$172K | 0.01% | 951 |
|
|
2017
Q1 | $560K | Buy |
16,445
+7,607
| +86% | +$250K | 0.01% | 1061 |
|
|
2016
Q4 | $290K | Buy |
8,838
+7,792
| +745% | +$253K | ﹤0.01% | 1296 |
|
|
2016
Q3 | $34K | Buy |
+1,046
| New | +$33.9K | ﹤0.01% | 1742 |
|
Other funds holding EHC
VPM
VCM
