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Crewe Advisors’s Encompass Health EHC Stock Holding History

Crewe Advisors’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
Q2 		– Sell
-300
Closed -$16.2K – 914
2023
Q1 		$16.2K Hold
300
– – ﹤0.01% 469
2022
Q4 		$17.9K Hold
300
– – ﹤0.01% 438
2022
Q3 		$14K Sell
300
-77
-20% -$3.85K ﹤0.01% 561
2022
Q2 		$17K Buy
+377
New +$19.3K ﹤0.01% 460

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Crewe Advisors's EHC Position: Q2 2023 in Review

Crewe Advisors sold out of Encompass Health (EHC) in Q2 2023, closing a stake of 300 shares — an estimated $16.2K sold.

Crewe Advisors first reported a position in EHC in Q2 2022 and held it in 4 quarters. The position peaked at $17.9K in Q4 2022. 385 funds tracked by Wall St. Rank hold EHC as of Q2 2023.

  • Crewe Advisors reported no remaining Encompass Health position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 300 Encompass Health shares in Q2 2023, an estimated $16.2K.
  • Crewe Advisors first reported a position in Encompass Health in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Encompass Health position peaked at $17.9K in Q4 2022.
  • 385 funds tracked by Wall St. Rank held Encompass Health as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.