Caitlin John’s Encompass Health EHC Stock Holding History

Caitlin John’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	-57	Closed	-$4.71K	–	888
2024 Q1	$4.71K	Hold	57	–	–	﹤0.01%	584
2023 Q4	$3.81K	Buy	+57	New	+$3.69K	﹤0.01%	598

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caitlin John's EHC Position: Q2 2024 in Review

Caitlin John sold out of Encompass Health (EHC) in Q2 2024, closing a stake of 57 shares — an estimated $4.71K sold.

Caitlin John first reported a position in EHC in Q4 2023 and held it in 2 quarters. The position peaked at $4.71K in Q1 2024. 477 funds tracked by Wall St. Rank hold EHC as of Q2 2024.

Caitlin John reported no remaining Encompass Health position as of Q2 2024 after selling out during the quarter.
Caitlin John sold 57 Encompass Health shares in Q2 2024, an estimated $4.71K.
Caitlin John first reported a position in Encompass Health in Q4 2023 and held it in 2 quarters.
Caitlin John's Encompass Health position peaked at $4.71K in Q1 2024.
477 funds tracked by Wall St. Rank held Encompass Health as of Q2 2024.

Based on Caitlin John's 13F filing for Q2 2024, filed 27 Jan 2025.