CWP
EHAB

Concord Wealth Partners’s Enhabit EHAB Stock Holding History

Concord Wealth Partners’s Portfolio EHAB Stock Details EHAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed -$11 – 875
2023
Q3 		$11 Hold
1
– – ﹤0.01% 1030
2023
Q2 		$12 Buy
+1
New +$12 ﹤0.01% 1036
2023
Q1 		– Sell
-1
Closed -$13 – 1049
2022
Q4 		$13 Buy
+1
New +$13 ﹤0.01% 1250

Other funds holding EHAB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
ACM
AREX Capital Management New York $60.5M AUM 45.91% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's EHAB Position: Q4 2023 in Review

Concord Wealth Partners sold out of Enhabit (EHAB) in Q4 2023, closing a stake of 1 share — an estimated $11 sold.

Concord Wealth Partners first reported a position in EHAB in Q4 2022 and held it in 3 quarters. The position peaked at $13 in Q4 2022. 176 funds tracked by Wall St. Rank hold EHAB as of Q4 2023.

  • Concord Wealth Partners reported no remaining Enhabit position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Enhabit share in Q4 2023, an estimated $11.
  • Concord Wealth Partners first reported a position in Enhabit in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Enhabit position peaked at $13 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Enhabit as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.