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CAM
Cresset Asset Management’s
Encompass Health
EHC
Stock Holding History
Cresset Asset Management’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
2024
Q4
–
Sell
-11,607
Closed
-$1.12M
–
1891
2024
Q3
$1.12M
Buy
11,607
+942
+9%
+$84.7K
﹤0.01%
1107
2024
Q2
$915K
Buy
10,665
+1,180
+12%
+$99K
﹤0.01%
1119
2024
Q1
$785K
Buy
9,485
+247
+3%
+$18.1K
﹤0.01%
1110
2023
Q4
$618K
Buy
9,238
+295
+3%
+$19.1K
﹤0.01%
1115
2023
Q3
$602K
Buy
8,943
+2,175
+32%
+$150K
﹤0.01%
1089
2023
Q2
$459K
Buy
+6,768
New
+$424K
﹤0.01%
1325
2021
Q4
–
Sell
-5,722
Closed
-$343K
–
1173
2021
Q3
$343K
Buy
5,722
+8
+0.1%
+$503
﹤0.01%
788
2021
Q2
$356K
Sell
5,714
-47
-0.8%
-$3.13K
0.01%
691
2021
Q1
$377K
Sell
5,761
-273
-5%
-$17.8K
0.01%
574
2020
Q4
$398K
Sell
6,034
-2,701
-31%
-$159K
0.01%
467
2020
Q3
$454K
Sell
8,735
-4,954
-36%
-$254K
0.01%
394
2020
Q2
$677K
Sell
13,689
-61,859
-82%
-$3.34M
0.01%
278
2020
Q1
$3.87M
Sell
75,548
-27,940
-27%
-$1.61M
0.12%
69
2019
Q4
$5.73M
Sell
103,488
-28,075
-21%
-$1.52M
0.16%
52
2019
Q3
$6.63M
Sell
131,563
-83,681
-39%
-$4.2M
0.2%
61
2019
Q2
$10.9M
Buy
215,244
+62,613
+41%
+$3.04M
0.34%
50
2019
Q1
$107K
Buy
152,631
+151,584
+14,478%
+$7.68M
﹤0.01%
533
2018
Q4
$52K
Buy
+1,047
New
+$59.6K
﹤0.01%
471
Other funds holding EHC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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