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

Other funds holding EHC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its Encompass Health (EHC) stake by 4.6% in Q2 2023, selling an estimated $3.01K and leaving 1,000 shares worth $67.7K. The position accounts for 0.01% of the portfolio, ranked #344.

BerganKDV Wealth Management first reported a position in EHC in Q2 2018 and has held it in 21 quarters since. The position peaked at $83K in Q4 2020. 385 funds tracked by Wall St. Rank hold EHC as of Q2 2023.

BerganKDV Wealth Management held 1,000 shares of Encompass Health worth $67.7K as of Q2 2023.
BerganKDV Wealth Management sold 48 Encompass Health shares in Q2 2023, an estimated $3.01K.
Encompass Health made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #344 holding.
BerganKDV Wealth Management first reported a position in Encompass Health in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Encompass Health position peaked at $83K in Q4 2020.
385 funds tracked by Wall St. Rank held Encompass Health as of Q2 2023.

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