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	–	696
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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