EI
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Ellevest Inc’s Encompass Health EHC Stock Holding History

Ellevest Inc’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
-59
Closed -$3K – 1672
2022
Q2 		$3K Hold
59
– – ﹤0.01% 1090
2022
Q1 		$3K Hold
59
– – ﹤0.01% 1124
2021
Q4 		$3K Buy
+59
New +$3.04K ﹤0.01% 1088
2020
Q3 		– Sell
-9
Closed – – 1176
2020
Q2 		$0 Buy
+9
New +$486 ﹤0.01% 1178
2019
Q2 		– Sell
-85
Closed -$4K – 405
2019
Q1 		$4K Buy
+85
New +$4.31K ﹤0.01% 248

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Wellington Management Group
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William Blair Investment Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ellevest Inc's EHC Position: Q3 2022 in Review

Ellevest Inc sold out of Encompass Health (EHC) in Q3 2022, closing a stake of 59 shares — an estimated $3K sold.

Ellevest Inc first reported a position in EHC in Q1 2019 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 346 funds tracked by Wall St. Rank hold EHC as of Q3 2022.

  • Ellevest Inc reported no remaining Encompass Health position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 59 Encompass Health shares in Q3 2022, an estimated $3K.
  • Ellevest Inc first reported a position in Encompass Health in Q1 2019 and held it in 5 quarters.
  • Ellevest Inc's Encompass Health position peaked at $4K in Q1 2019.
  • 346 funds tracked by Wall St. Rank held Encompass Health as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.