B
EHC icon

Bailard’s Encompass Health EHC Stock Holding History

Bailard’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
Q2 		– Sell
-8,942
Closed -$738K – 749
2024
Q1 		$738K Buy
+8,942
New +$655K 0.02% 359
2022
Q3 		– Sell
-5,908
Closed -$263K – 693
2022
Q2 		$263K Sell
5,908
-251
-4% -$12.9K 0.01% 526
2022
Q1 		$348K Buy
6,159
+1,634
+36% +$85.3K 0.01% 488
2021
Q4 		$235K Buy
+4,525
New +$233K 0.01% 629
2020
Q4 		– Sell
-8,422
Closed -$435K – 642
2020
Q3 		$435K Buy
+8,422
New +$432K 0.02% 310
2019
Q4 		– Sell
-7,291
Closed -$367K – 557
2019
Q3 		$367K Buy
+7,291
New +$366K 0.02% 358

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return