Global Wealth Management Investment Advisory’s Encompass Health EHC Stock Holding History

Global Wealth Management Investment Advisory’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	-680	Closed	-$45.4K	–	229
2023 Q4	$45.4K	Hold	680	–	–	0.01%	196
2023 Q3	$45.7K	Hold	680	–	–	0.01%	198
2023 Q2	$46K	Buy	+680	New	+$42.6K	0.01%	197
2022 Q3	–	Sell	-855	Closed	-$38K	–	242
2022 Q2	$38K	Hold	855	–	–	0.01%	196
2022 Q1	$48K	Hold	855	–	–	0.01%	196
2021 Q4	$44K	Hold	855	–	–	0.01%	200
2021 Q3	$51K	Hold	855	–	–	0.02%	201
2021 Q2	$53K	Hold	855	–	–	0.02%	198
2021 Q1	$56K	Hold	855	–	–	0.02%	191
2020 Q4	$56K	Hold	855	–	–	0.02%	180
2020 Q3	$44K	Hold	855	–	–	0.02%	186
2020 Q2	$42K	Hold	855	–	–	0.02%	203
2020 Q1	$44K	Hold	855	–	–	0.02%	175
2019 Q4	$47K	Hold	855	–	–	0.02%	185
2019 Q3	$43K	Hold	855	–	–	0.02%	177
2019 Q2	$43K	Hold	855	–	–	0.02%	183
2019 Q1	$40K	Hold	855	–	–	0.02%	225
2018 Q4	$42K	Buy	+855	New	+$48.6K	0.02%	228

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

Global Wealth Management Investment Advisory's EHC Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 680 shares — an estimated $45.4K sold.

Global Wealth Management Investment Advisory first reported a position in EHC in Q4 2018 and held it in 18 quarters. The position peaked at $56K in Q1 2021. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 680 Encompass Health shares in Q1 2024, an estimated $45.4K.
Global Wealth Management Investment Advisory first reported a position in Encompass Health in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Encompass Health position peaked at $56K in Q1 2021.
437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.