CFCI
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return