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Concord Wealth Partners’s Encompass Health EHC Stock Holding History

Concord Wealth Partners’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
Closed -$201 – 876
2023
Q3 		$201 Hold
3
– – ﹤0.01% 1011
2023
Q2 		$203 Buy
+3
New +$188 ﹤0.01% 1019
2023
Q1 		– Sell
-3
Closed -$179 – 1050
2022
Q4 		$179 Buy
+3
New +$163 ﹤0.01% 1211
2022
Q3 		– Sell
-67
Closed -$3K – 426
2022
Q2 		$3K Buy
+67
New +$3.44K ﹤0.01% 928
2021
Q2 		– Sell
-14
Closed -$1K – 1064
2021
Q1 		$1K Buy
+14
New +$913 ﹤0.01% 902

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Concord Wealth Partners sold out of Encompass Health (EHC) in Q4 2023, closing a stake of 3 shares — an estimated $201 sold.

Concord Wealth Partners first reported a position in EHC in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

  • Concord Wealth Partners reported no remaining Encompass Health position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 3 Encompass Health shares in Q4 2023, an estimated $201.
  • Concord Wealth Partners first reported a position in Encompass Health in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Encompass Health position peaked at $3K in Q2 2022.
  • 435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

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