Carroll Financial Associates’s Encompass Health EHC Stock Holding History

Carroll Financial Associates’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
2021 Q4	$6K	Hold	118	–	–	﹤0.01%	1287
2021 Q3	$7K	Hold	118	–	–	﹤0.01%	1310
2021 Q2	$7K	Hold	118	–	–	﹤0.01%	1366
2021 Q1	$7K	Hold	118	–	–	﹤0.01%	1294
2020 Q4	$7K	Hold	118	–	–	﹤0.01%	1186
2020 Q3	$6K	Buy	118 +107	+973%	+$5.49K	﹤0.01%	1148
2020 Q2	$0	Hold	11	–	–	﹤0.01%	1557
2020 Q1	$0	Hold	11	–	–	﹤0.01%	1503
2019 Q4	$0	Hold	11	–	–	﹤0.01%	1565
2019 Q3	$0	Hold	11	–	–	﹤0.01%	1561
2019 Q2	$0	Sell	11 -29	-73%	-$1.41K	﹤0.01%	1599
2019 Q1	$1K	Buy	40 +11	+38%	+$557	﹤0.01%	1293
2018 Q4	$1K	Hold	29	–	–	﹤0.01%	1221
2018 Q3	$1K	Buy	+29	New	+$1.76K	﹤0.01%	1232

Other funds holding EHC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Carroll Financial Associates's EHC Position: Q4 2021 in Review

Carroll Financial Associates held its Encompass Health (EHC) position steady in Q4 2021 at 118 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Carroll Financial Associates first reported a position in EHC in Q3 2018 and has held it in 14 quarters since. The position peaked at $7K in Q3 2021. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

Carroll Financial Associates held 118 shares of Encompass Health worth $6K as of Q4 2021.
Carroll Financial Associates left its Encompass Health share count unchanged in Q4 2021.
Encompass Health made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1287 holding.
Carroll Financial Associates first reported a position in Encompass Health in Q3 2018 and has held it in 14 quarters since.
Carroll Financial Associates's Encompass Health position peaked at $7K in Q3 2021.
409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.