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GWMIA
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
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
TD Asset Management
Toronto, Ontario, Canada
$123B AUM
34.51%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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