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American Trust’s Encompass Health EHC Stock Holding History

American Trust’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
-5,020
Closed -$431K – 271
2024
Q2 		$431K Sell
5,020
-2,380
-32% -$200K 0.04% 136
2024
Q1 		$611K Sell
7,400
-8
-0.1% -$586 0.05% 130
2023
Q4 		$494K Buy
7,408
+3,738
+102% +$242K 0.04% 143
2023
Q3 		$246K Buy
+3,670
New +$252K 0.02% 238
2022
Q3 		– Sell
-5,708
Closed -$255K – 434
2022
Q2 		$255K Hold
5,708
– – 0.02% 350
2022
Q1 		$323K Hold
5,708
– – 0.02% 334
2021
Q4 		$296K Buy
+5,708
New +$294K 0.02% 241

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

American Trust's EHC Position: Q3 2024 in Review

American Trust sold out of Encompass Health (EHC) in Q3 2024, closing a stake of 5,020 shares — an estimated $431K sold.

American Trust first reported a position in EHC in Q4 2021 and held it in 7 quarters. The position peaked at $611K in Q1 2024. 482 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

  • American Trust reported no remaining Encompass Health position as of Q3 2024 after selling out during the quarter.
  • American Trust sold 5,020 Encompass Health shares in Q3 2024, an estimated $431K.
  • American Trust first reported a position in Encompass Health in Q4 2021 and held it in 7 quarters.
  • American Trust's Encompass Health position peaked at $611K in Q1 2024.
  • 482 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on American Trust's 13F filing for Q3 2024, filed 29 Nov 2024.