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Custom Portfolio Group’s Encompass Health EHC Stock Holding History

Custom Portfolio Group’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
Q2 		$22.1K Hold
257
– – 0.02% 139
2024
Q1 		$21.3K Hold
257
– – 0.02% 141
2023
Q4 		$17.2K Buy
+257
New +$16.6K 0.02% 144

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Custom Portfolio Group's EHC Position: Q2 2024 in Review

Custom Portfolio Group held its Encompass Health (EHC) position steady in Q2 2024 at 257 shares worth $22.1K. The position accounts for 0.02% of the portfolio, ranked #139.

Custom Portfolio Group first reported a position in EHC in Q4 2023 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold EHC as of Q2 2024.

  • Custom Portfolio Group held 257 shares of Encompass Health worth $22.1K as of Q2 2024.
  • Custom Portfolio Group left its Encompass Health share count unchanged in Q2 2024.
  • Encompass Health made up 0.02% of Custom Portfolio Group's portfolio in Q2 2024, its #139 holding.
  • Custom Portfolio Group first reported a position in Encompass Health in Q4 2023 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held Encompass Health as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.