DI
EHC icon

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 $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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Disciplined Investments's EHC Position: Q3 2023 in Review

Disciplined Investments sold out of Encompass Health (EHC) in Q3 2023, closing a stake of 20 shares — an estimated $1.35K sold.

Disciplined Investments first reported a position in EHC in Q1 2022 and held it in 6 quarters. The position peaked at $1.35K in Q2 2023. 412 funds tracked by Wall St. Rank hold EHC as of Q3 2023.

  • Disciplined Investments reported no remaining Encompass Health position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Encompass Health shares in Q3 2023, an estimated $1.35K.
  • Disciplined Investments first reported a position in Encompass Health in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Encompass Health position peaked at $1.35K in Q2 2023.
  • 412 funds tracked by Wall St. Rank held Encompass Health as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.