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Claris Advisors’s Encompass Health EHC Stock Holding History

Claris 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
2024
Q4 		– Sell
-7
Closed -$676 – 386
2024
Q3 		$676 Buy
+7
New +$629 ﹤0.01% 538

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Claris Advisors's EHC Position: Q4 2024 in Review

Claris Advisors sold out of Encompass Health (EHC) in Q4 2024, closing a stake of 7 shares — an estimated $676 sold.

Claris Advisors first reported a position in EHC in Q3 2024 and held it in 1 quarter. The position peaked at $676 in Q3 2024. 544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

  • Claris Advisors reported no remaining Encompass Health position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 7 Encompass Health shares in Q4 2024, an estimated $676.
  • Claris Advisors first reported a position in Encompass Health in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Encompass Health position peaked at $676 in Q3 2024.
  • 544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.