Cutler Group’s Encompass Health EHC Stock Holding History

Cutler 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 Q1	$112K	Buy	+1,360	New	+$99.6K	0.04%	421
2022 Q2	–	Sell	-1,571	Closed	-$80.6K	–	5127
2022 Q1	$88K	Sell	1,571 -4,337	-73%	-$226K	﹤0.01%	1793
2021 Q4	$306K	Buy	5,908 +2,011	+52%	+$104K	0.01%	1024
2021 Q3	$232K	Buy	3,897 +3,771	+2,993%	+$237K	0.01%	1254
2021 Q2	$7K	Buy	+126	New	+$8.4K	﹤0.01%	4173
2019 Q1	–	Sell	-2,011	Closed	-$98K	–	4203
2018 Q4	$98K	Hold	2,011	–	–	0.01%	1044
2018 Q3	$124K	Buy	+2,011	New	+$122K	0.01%	1078
2017 Q3	–	Sell	-662	Closed	-$23.6K	–	6040
2017 Q2	$25K	Buy	662 +411	+164%	+$15.1K	﹤0.01%	3183
2017 Q1	$8K	Sell	251 -5,010	-95%	-$165K	﹤0.01%	4251
2016 Q4	$172K	Buy	5,261 +4,759	+948%	+$154K	0.01%	1418
2016 Q3	$16K	Buy	+502	New	+$16.3K	﹤0.01%	3644

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cutler Group's EHC Position: Q1 2024 in Review

Cutler Group opened a new position in Encompass Health (EHC) in Q1 2024: 1,360 shares worth $112K. The stake represents 0.04% of the portfolio and ranks #421 among its holdings. This is a return to the name: Cutler Group previously reported a position in EHC as recently as Q1 2022.

Cutler Group first reported a position in EHC in Q3 2016 and has held it in 11 quarters since. The position peaked at $306K in Q4 2021. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

Cutler Group held 1,360 shares of Encompass Health worth $112K as of Q1 2024.
Encompass Health was a new Cutler Group position in Q1 2024.
Encompass Health made up 0.04% of Cutler Group's portfolio in Q1 2024, its #421 holding.
Cutler Group first reported a position in Encompass Health in Q3 2016 and has held it in 11 quarters since.
Cutler Group's Encompass Health position peaked at $306K in Q4 2021.
437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.