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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 – 878
2023
Q3 		$201 Hold
3
– – ﹤0.01% 1011
2023
Q2 		$203 Buy
+3
New +$188 ﹤0.01% 1019
2023
Q1 		– Sell
-3
Closed -$179 – 1051
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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William Blair Investment Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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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