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Glassman Wealth Services’s Encompass Health EHC Stock Holding History

Glassman Wealth Services’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
-12
Closed -$801 – 692
2023
Q4 		$801 Buy
12
+3
+33% +$194 ﹤0.01% 1603
2023
Q3 		$604 Hold
9
– – ﹤0.01% 1695
2023
Q2 		$609 Hold
9
– – ﹤0.01% 1591
2023
Q1 		$487 Buy
9
+4
+80% +$233 ﹤0.01% 1621
2022
Q4 		$299 Hold
5
– – ﹤0.01% 1714
2022
Q3 		$0 Sell
5
-4
-44% -$200 ﹤0.01% 1746
2022
Q2 		$0 Sell
9
-278
-97% -$14.3K ﹤0.01% 1755
2022
Q1 		$16K Buy
287
+78
+37% +$4.07K ﹤0.01% 705
2021
Q4 		$11K Sell
209
-12
-5% -$619 ﹤0.01% 756
2021
Q3 		$13K Hold
221
– – ﹤0.01% 695
2021
Q2 		$14K Hold
221
– – ﹤0.01% 664
2021
Q1 		$14K Buy
221
+5
+2% +$326 ﹤0.01% 622
2020
Q4 		$14K Buy
216
+190
+731% +$11.2K ﹤0.01% 621
2020
Q3 		$1K Sell
26
-4
-13% -$205 ﹤0.01% 1134
2020
Q2 		$1K Buy
30
+12
+67% +$648 ﹤0.01% 1001
2020
Q1 		$1K Buy
18
+14
+350% +$807 ﹤0.01% 854
2019
Q4 		$0 Buy
+4
New +$217 ﹤0.01% 1248
2019
Q3 		– Sell
-8
Closed – – 1122
2019
Q2 		$0 Buy
8
+3
+60% +$146 ﹤0.01% 1146
2019
Q1 		$0 Buy
+5
New +$253 ﹤0.01% 1077

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Glassman Wealth Services's EHC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 12 shares — an estimated $801 sold.

Glassman Wealth Services first reported a position in EHC in Q1 2019 and held it in 19 quarters. The position peaked at $16K in Q1 2022. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 12 Encompass Health shares in Q1 2024, an estimated $801.
  • Glassman Wealth Services first reported a position in Encompass Health in Q1 2019 and held it in 19 quarters.
  • Glassman Wealth Services's Encompass Health position peaked at $16K in Q1 2022.
  • 437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.