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	0.06%	421
2022 Q3	–	Hold	0	–	–	–	5111
2022 Q2	–	Sell	-1,571	Closed	-$80.6K	–	5207
2022 Q1	$88K	Sell	1,571 -4,337	-73%	-$226K	0.01%	1793
2021 Q4	$306K	Buy	5,908 +2,011	+52%	+$104K	0.02%	1024
2021 Q3	$232K	Buy	3,897 +3,771	+2,993%	+$237K	0.02%	1254
2021 Q2	$7K	Buy	+126	New	+$8.4K	﹤0.01%	4173
2020 Q3	–	Hold	0	–	–	–	4900
2020 Q2	–	Hold	0	–	–	–	4599
2020 Q1	–	Hold	0	–	–	–	4244
2019 Q1	–	Sell	-2,011	Closed	-$98K	–	4299
2018 Q4	$98K	Hold	2,011	–	–	0.01%	1044
2018 Q3	$124K	Buy	+2,011	New	+$122K	0.01%	1078
2017 Q4	–	Hold	0	–	–	–	5211
2017 Q3	–	Sell	-662	Closed	-$23.6K	–	6125
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
2016 Q2	–	Hold	0	–	–	–	6871
2016 Q1	–	Hold	0	–	–	–	6715
2015 Q4	–	Hold	0	–	–	–	6469

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return