Comprehensive Financial Consultants Institutional’s Encompass Health EHC Stock Holding History

Comprehensive Financial Consultants Institutional’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
2023 Q4	–	Sell	-3,197	Closed	-$215K	–	158
2023 Q3	$215K	Sell	3,197 -110	-3%	-$7.57K	0.11%	148
2023 Q2	$223K	Buy	+3,307	New	+$207K	0.12%	153
2023 Q1	–	Sell	-3,442	Closed	-$208K	–	168
2022 Q4	$208K	Buy	+3,442	New	+$187K	0.13%	154
2022 Q2	–	Sell	-4,914	Closed	-$257K	–	156
2022 Q1	$257K	Sell	4,914 -106	-2%	-$5.53K	0.18%	137
2021 Q4	$267K	Buy	+5,020	New	+$259K	0.17%	131

Other funds holding EHC

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's EHC Position: Q4 2023 in Review

Comprehensive Financial Consultants Institutional sold out of Encompass Health (EHC) in Q4 2023, closing a stake of 3,197 shares — an estimated $215K sold.

Comprehensive Financial Consultants Institutional first reported a position in EHC in Q4 2021 and held it in 5 quarters. The position peaked at $267K in Q4 2021. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

Comprehensive Financial Consultants Institutional reported no remaining Encompass Health position as of Q4 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 3,197 Encompass Health shares in Q4 2023, an estimated $215K.
Comprehensive Financial Consultants Institutional first reported a position in Encompass Health in Q4 2021 and held it in 5 quarters.
Comprehensive Financial Consultants Institutional's Encompass Health position peaked at $267K in Q4 2021.
435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2023, filed 24 Jan 2024.