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Applied Finance Capital Management’s Encompass Health EHC Stock Holding History

Applied Finance Capital 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
-2,363
Closed -$203K – 308
2024
Q2 		$203K Buy
+2,363
New +$198K 0.01% 292

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

Applied Finance Capital Management's EHC Position: Q3 2024 in Review

Applied Finance Capital Management sold out of Encompass Health (EHC) in Q3 2024, closing a stake of 2,363 shares — an estimated $203K sold.

Applied Finance Capital Management first reported a position in EHC in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 482 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

  • Applied Finance Capital Management reported no remaining Encompass Health position as of Q3 2024 after selling out during the quarter.
  • Applied Finance Capital Management sold 2,363 Encompass Health shares in Q3 2024, an estimated $203K.
  • Applied Finance Capital Management first reported a position in Encompass Health in Q2 2024 and held it in 1 quarter.
  • Applied Finance Capital Management's Encompass Health position peaked at $203K in Q2 2024.
  • 482 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on Applied Finance Capital Management's 13F filing for Q3 2024, filed 1 Nov 2024.