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
2022 Q3	–	Sell	-6,788	Closed	-$11K	–	5040
2022 Q2	$11K	Buy	+6,788	New	+$348K	﹤0.01%	3116
2020 Q3	–	Sell	-880	Closed	-$2K	–	4797
2020 Q2	$2K	Hold	880	–	–	﹤0.01%	3752
2020 Q1	$6K	Buy	+880	New	+$50.7K	﹤0.01%	2978
2017 Q4	–	Sell	-16,844	Closed	-$3K	–	5118
2017 Q3	$3K	Buy	16,844 +1,509	+10%	+$53.8K	﹤0.01%	4770
2017 Q2	$19K	Buy	15,335 +11,438	+294%	+$419K	﹤0.01%	3448
2017 Q1	$3K	Buy	+3,897	New	+$128K	﹤0.01%	5103
2016 Q3	–	Sell	-1,508	Closed	-$5K	–	6810
2016 Q2	$5K	Buy	+1,508	New	+$47.2K	﹤0.01%	4904

Other funds holding EHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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. 438 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.
438 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.