BWM
EHAB

BerganKDV Wealth Management’s Enhabit EHAB Stock Holding History

BerganKDV Wealth Management’s Portfolio EHAB Stock Details EHAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$5.75K Hold
500
– – ﹤0.01% 596
2023
Q1 		$6.96K Hold
500
– – ﹤0.01% 650
2022
Q4 		$6.58K Hold
500
– – ﹤0.01% 632
2022
Q3 		$7K Buy
+500
New +$8.1K ﹤0.01% 620

Other funds holding EHAB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
ACM
AREX Capital Management New York $60.5M AUM 45.91% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

BerganKDV Wealth Management's EHAB Position: Q2 2023 in Review

BerganKDV Wealth Management held its Enhabit (EHAB) position steady in Q2 2023 at 500 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

BerganKDV Wealth Management first reported a position in EHAB in Q3 2022 and has held it in 4 quarters since. The position peaked at $7K in Q3 2022. 193 funds tracked by Wall St. Rank hold EHAB as of Q2 2023.

  • BerganKDV Wealth Management held 500 shares of Enhabit worth $5.75K as of Q2 2023.
  • BerganKDV Wealth Management left its Enhabit share count unchanged in Q2 2023.
  • Enhabit made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #596 holding.
  • BerganKDV Wealth Management first reported a position in Enhabit in Q3 2022 and has held it in 4 quarters since.
  • BerganKDV Wealth Management's Enhabit position peaked at $7K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held Enhabit as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.