Bartlett & Co’s Encompass Health EHC Stock Holding History

Bartlett & Co’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
2023 Q4	$14K	Hold	204	–	–	﹤0.01%	943
2023 Q3	$14K	Hold	204	–	–	﹤0.01%	877
2023 Q2	$14K	Hold	204	–	–	﹤0.01%	871
2023 Q1	$11K	Hold	204	–	–	﹤0.01%	803
2022 Q4	$12K	Hold	204	–	–	﹤0.01%	803
2022 Q3	$9K	Sell	204 -52	-20%	-$2.6K	﹤0.01%	837
2022 Q2	$11K	Hold	256	–	–	﹤0.01%	843
2022 Q1	$15K	Buy	+256	New	+$13.4K	﹤0.01%	765
2021 Q4	–	Sell	-256	Closed	-$15K	–	528
2021 Q3	$15K	Hold	256	–	–	﹤0.01%	662
2021 Q2	$16K	Hold	256	–	–	﹤0.01%	645
2021 Q1	$17K	Hold	256	–	–	﹤0.01%	681
2020 Q4	$17K	Hold	256	–	–	﹤0.01%	682
2020 Q3	$13K	Hold	256	–	–	﹤0.01%	659
2020 Q2	$13K	Buy	+256	New	+$13.8K	﹤0.01%	655

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bartlett & Co's EHC Position: Q4 2023 in Review

Bartlett & Co held its Encompass Health (EHC) position steady in Q4 2023 at 204 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Bartlett & Co first reported a position in EHC in Q2 2020 and has held it in 14 quarters since. The position peaked at $17K in Q1 2021. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

Bartlett & Co held 204 shares of Encompass Health worth $14K as of Q4 2023.
Bartlett & Co left its Encompass Health share count unchanged in Q4 2023.
Encompass Health made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #943 holding.
Bartlett & Co first reported a position in Encompass Health in Q2 2020 and has held it in 14 quarters since.
Bartlett & Co's Encompass Health position peaked at $17K in Q1 2021.
435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.