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Ashton Thomas Private Wealth’s Encompass Health EHC Stock Holding History

Ashton Thomas Private Wealth’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
-78
Closed -$6.69K – 966
2024
Q2 		$6.69K Buy
+78
New +$6.55K ﹤0.01% 1460
2023
Q1 		– Sell
-8,603
Closed -$515K – 505
2022
Q4 		$515K Buy
8,603
+114
+1% +$6.2K 0.05% 341
2022
Q3 		$384K Buy
+8,489
New +$425K 0.04% 353

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 $3.38T AUM 44.17% 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

Ashton Thomas Private Wealth's EHC Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Encompass Health (EHC) in Q3 2024, closing a stake of 78 shares — an estimated $6.69K sold.

Ashton Thomas Private Wealth first reported a position in EHC in Q3 2022 and held it in 3 quarters. The position peaked at $515K in Q4 2022. 482 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Encompass Health position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 78 Encompass Health shares in Q3 2024, an estimated $6.69K.
  • Ashton Thomas Private Wealth first reported a position in Encompass Health in Q3 2022 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's Encompass Health position peaked at $515K in Q4 2022.
  • 482 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.