CFFP
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Center for Financial Planning’s Encompass Health EHC Stock Holding History

Center for Financial Planning’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 		– Sell
-43
Closed -$2K – 580
2022
Q3 		$2K Buy
+43
New +$2.15K ﹤0.01% 525

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Center for Financial Planning's EHC Position: Q4 2022 in Review

Center for Financial Planning sold out of Encompass Health (EHC) in Q4 2022, closing a stake of 43 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in EHC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 374 funds tracked by Wall St. Rank hold EHC as of Q4 2022.

  • Center for Financial Planning reported no remaining Encompass Health position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 43 Encompass Health shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Encompass Health in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Encompass Health position peaked at $2K in Q3 2022.
  • 374 funds tracked by Wall St. Rank held Encompass Health as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.