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Duality Advisers’s Encompass Health EHC Stock Holding History

Duality Advisers’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
-17,956
Closed -$1.2M – 640
2023
Q4 		$1.2M Buy
+17,956
New +$1.16M 0.13% 275
2022
Q3 		– Sell
-18,621
Closed -$830K – 589
2022
Q2 		$830K Buy
+18,621
New +$955K 0.08% 388

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Duality Advisers's EHC Position: Q1 2024 in Review

Duality Advisers sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 17,956 shares — an estimated $1.2M sold.

Duality Advisers first reported a position in EHC in Q2 2022 and held it in 2 quarters. The position peaked at $1.2M in Q4 2023. 438 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

  • Duality Advisers reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 17,956 Encompass Health shares in Q1 2024, an estimated $1.2M.
  • Duality Advisers first reported a position in Encompass Health in Q2 2022 and held it in 2 quarters.
  • Duality Advisers's Encompass Health position peaked at $1.2M in Q4 2023.
  • 438 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.