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BWM
BerganKDV Wealth Management’s
Encompass Health
EHC
Stock Holding History
BerganKDV Wealth 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
2023
Q2
$67.7K
Sell
1,000
-48
-5%
-$3.01K
0.01%
344
2023
Q1
$56.7K
Buy
1,048
+48
+5%
+$2.79K
0.01%
379
2022
Q4
$59.8K
Hold
1,000
–
–
0.01%
362
2022
Q3
$45K
Sell
1,000
-257
-20%
-$12.9K
0.01%
382
2022
Q2
$56K
Hold
1,257
–
–
0.01%
365
2022
Q1
$71K
Hold
1,257
–
–
0.01%
353
2021
Q4
$65K
Hold
1,257
–
–
0.01%
387
2021
Q3
$75K
Hold
1,257
–
–
0.01%
352
2021
Q2
$78K
Hold
1,257
–
–
0.01%
337
2021
Q1
$82K
Hold
1,257
–
–
0.01%
317
2020
Q4
$83K
Hold
1,257
–
–
0.01%
296
2020
Q3
$65K
Hold
1,257
–
–
0.01%
309
2020
Q2
$62K
Hold
1,257
–
–
0.01%
328
2020
Q1
$64K
Hold
1,257
–
–
0.01%
298
2019
Q4
$69K
Hold
1,257
–
–
0.01%
314
2019
Q3
$63K
Hold
1,257
–
–
0.01%
307
2019
Q2
$63K
Hold
1,257
–
–
0.01%
306
2019
Q1
$58K
Hold
1,257
–
–
0.01%
325
2018
Q4
$62K
Hold
1,257
–
–
0.01%
280
2018
Q3
$78K
Hold
1,257
–
–
0.02%
273
2018
Q2
$68K
Buy
+1,257
New
+$62.8K
0.02%
284
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1-Year Est. Return
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1-Year Est. Return
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$30.3B AUM
33.75%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Point72 Asset Management
Stamford, Connecticut
$57.5B AUM
55.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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