Dividend Assets Capital’s Encompass Health EHC Stock Holding History

Dividend Assets Capital’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	–	Sell	-32	Closed	-$2K	–	214
2023 Q4	$2K	Hold	32	–	–	﹤0.01%	460
2023 Q3	$2K	Hold	32	–	–	﹤0.01%	471
2023 Q2	$2K	Hold	32	–	–	﹤0.01%	492
2023 Q1	$2K	Hold	32	–	–	﹤0.01%	524
2022 Q4	$2K	Hold	32	–	–	﹤0.01%	524
2022 Q3	$1K	Sell	32 -8	-20%	-$400	﹤0.01%	550
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	548
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	499
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	482
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	477
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	479
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	482
2020 Q4	$3K	Buy	+40	New	+$2.35K	﹤0.01%	481

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

Dividend Assets Capital's EHC Position: Q1 2024 in Review

Dividend Assets Capital sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 32 shares — an estimated $2K sold.

Dividend Assets Capital first reported a position in EHC in Q4 2020 and held it in 13 quarters. The position peaked at $3K in Q1 2021. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

Dividend Assets Capital reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 32 Encompass Health shares in Q1 2024, an estimated $2K.
Dividend Assets Capital first reported a position in Encompass Health in Q4 2020 and held it in 13 quarters.
Dividend Assets Capital's Encompass Health position peaked at $3K in Q1 2021.
437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.