Cassady Schiller Wealth Management’s Encompass Health EHC Stock Holding History

Cassady Schiller 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
2024 Q4	$554	Buy	+6	New	+$589	﹤0.01%	944

Other funds holding EHC

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's EHC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Encompass Health (EHC) in Q4 2024: 6 shares worth $554. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

Cassady Schiller Wealth Management held 6 shares of Encompass Health worth $554 as of Q4 2024.
Encompass Health was a new Cassady Schiller Wealth Management position in Q4 2024.
Encompass Health made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #944 holding.
544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.