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Cetera Advisor Networks’s Encompass Health EHC Stock Holding History

Cetera Advisor Networks’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
Q1 		$525K Buy
6,356
+74
+1% +$5.42K ﹤0.01% 1906
2023
Q4 		$419K Sell
6,282
-1,718
-21% -$111K ﹤0.01% 2023
2023
Q3 		$537K Buy
8,000
+1,759
+28% +$121K ﹤0.01% 1714
2023
Q2 		$423K Sell
6,241
-24
-0.4% -$1.5K ﹤0.01% 1835
2023
Q1 		$339K Sell
6,265
-70
-1% -$4.08K ﹤0.01% 1971
2022
Q4 		$379K Buy
+6,335
New +$345K ﹤0.01% 1828
2022
Q2 		– Sell
-4,300
Closed -$243K – 2105
2022
Q1 		$243K Buy
4,300
+185
+4% +$9.66K ﹤0.01% 1768
2021
Q4 		$214K Sell
4,115
-144
-3% -$7.43K ﹤0.01% 1832
2021
Q3 		$254K Buy
4,259
+7
+0.2% +$440 ﹤0.01% 1644
2021
Q2 		$264K Buy
4,252
+563
+15% +$37.5K ﹤0.01% 1591
2021
Q1 		$240K Sell
3,689
-98
-3% -$6.39K 0.01% 1276
2020
Q4 		$249K Sell
3,787
-296
-7% -$17.4K 0.01% 1147
2020
Q3 		$211K Sell
4,083
-464
-10% -$23.8K 0.01% 1115
2020
Q2 		$224K Hold
4,547
– – 0.01% 1062
2020
Q1 		$232K Hold
4,547
– – 0.01% 922
2019
Q4 		$251K Buy
+4,547
New +$247K 0.01% 1047

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cetera Advisor Networks's EHC Position: Q1 2024 in Review

Cetera Advisor Networks increased its Encompass Health (EHC) stake by 1.2% in Q1 2024, buying an estimated $5.42K and bringing the position to 6,356 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Cetera Advisor Networks first reported a position in EHC in Q4 2019 and has held it in 16 quarters since. The position peaked at $537K in Q3 2023. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

  • Cetera Advisor Networks held 6,356 shares of Encompass Health worth $525K as of Q1 2024.
  • Cetera Advisor Networks bought 74 Encompass Health shares in Q1 2024, an estimated $5.42K.
  • Encompass Health made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1906 holding.
  • Cetera Advisor Networks first reported a position in Encompass Health in Q4 2019 and has held it in 16 quarters since.
  • Cetera Advisor Networks's Encompass Health position peaked at $537K in Q3 2023.
  • 437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.