DI
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Disciplined Investments’s Encompass Health EHC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-20
Closed -$1.35K – 529
2023
Q2 		$1.35K Buy
20
+1
+5% +$63 ﹤0.01% 830
2023
Q1 		$1.03K Hold
19
– – ﹤0.01% 939
2022
Q4 		$1.14K Buy
19
+4
+27% +$218 ﹤0.01% 850
2022
Q3 		$1K Sell
15
-4
-21% -$200 ﹤0.01% 871
2022
Q2 		$1K Sell
19
-4
-17% -$205 ﹤0.01% 885
2022
Q1 		$1K Buy
+23
New +$1.2K ﹤0.01% 941

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return