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Altus Wealth Group’s Encompass Health EHC Stock Holding History

Altus Wealth Group’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
2022
Q4 		– Sell
-5,543
Closed -$416K – 144
2022
Q3 		$416K Sell
5,543
-1,425
-20% -$71.3K 0.41% 64
2022
Q2 		$416K Sell
6,968
-548
-7% -$28.1K 0.41% 64
2022
Q1 		$425K Buy
7,516
+129
+2% +$6.74K 0.35% 63
2021
Q4 		$384K Buy
7,387
+419
+6% +$21.6K 0.32% 72
2021
Q3 		$416K Buy
6,968
+606
+10% +$38.1K 0.41% 64
2021
Q2 		$395K Buy
6,362
+42
+0.7% +$2.8K 0.39% 61
2021
Q1 		$430K Buy
6,320
+735
+13% +$47.9K 0.43% 58
2020
Q4 		$367K Buy
+5,585
New +$329K 0.35% 57

Other funds holding EHC

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Altus Wealth Group's EHC Position: Q4 2022 in Review

Altus Wealth Group sold out of Encompass Health (EHC) in Q4 2022, closing a stake of 5,543 shares — an estimated $416K sold.

Altus Wealth Group first reported a position in EHC in Q4 2020 and held it in 8 quarters. The position peaked at $430K in Q1 2021. 374 funds tracked by Wall St. Rank hold EHC as of Q4 2022.

  • Altus Wealth Group reported no remaining Encompass Health position as of Q4 2022 after selling out during the quarter.
  • Altus Wealth Group sold 5,543 Encompass Health shares in Q4 2022, an estimated $416K.
  • Altus Wealth Group first reported a position in Encompass Health in Q4 2020 and held it in 8 quarters.
  • Altus Wealth Group's Encompass Health position peaked at $430K in Q1 2021.
  • 374 funds tracked by Wall St. Rank held Encompass Health as of Q4 2022.

Based on Altus Wealth Group's 13F filing for Q4 2022, filed 18 Jan 2023.