Capital Directions Investment Advisors’s Encompass Health EHC Stock Holding History

Capital Directions Investment Advisors’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
2022 Q4	$5.02K	Buy	+84	New	+$4.57K	﹤0.01%	224
2022 Q3	–	Sell	-106	Closed	-$5.3K	–	205
2022 Q2	$5K	Hold	106	–	–	﹤0.01%	228
2022 Q1	$6K	Buy	+106	New	+$5.53K	﹤0.01%	243
2021 Q4	–	Sell	-106	Closed	-$6K	–	107
2021 Q3	$6K	Hold	106	–	–	﹤0.01%	242
2021 Q2	$7K	Buy	+106	New	+$7.07K	﹤0.01%	218
2021 Q1	–	Sell	-106	Closed	-$7K	–	231
2020 Q4	$7K	Hold	106	–	–	﹤0.01%	182
2020 Q3	$5K	Hold	106	–	–	﹤0.01%	191
2020 Q2	$5K	Hold	106	–	–	﹤0.01%	198
2020 Q1	$5K	Hold	106	–	–	﹤0.01%	216
2019 Q4	$6K	Hold	106	–	–	﹤0.01%	228
2019 Q3	$5K	Buy	+106	New	+$5.33K	﹤0.01%	227

Other funds holding EHC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Capital Directions Investment Advisors's EHC Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Encompass Health (EHC) in Q4 2022: 84 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in EHC as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in EHC in Q3 2019 and has held it in 11 quarters since. The position peaked at $7K in Q2 2021. 377 funds tracked by Wall St. Rank hold EHC as of Q4 2022.

Capital Directions Investment Advisors held 84 shares of Encompass Health worth $5.02K as of Q4 2022.
Encompass Health was a new Capital Directions Investment Advisors position in Q4 2022.
Encompass Health made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #224 holding.
Capital Directions Investment Advisors first reported a position in Encompass Health in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's Encompass Health position peaked at $7K in Q2 2021.
377 funds tracked by Wall St. Rank held Encompass Health as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.