Great Lakes Retirement’s Encompass Health EHC Stock Holding History

Great Lakes Retirement’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 Q3	–	Sell	-151	Closed	-$13K	–	325
2024 Q2	$13K	Buy	+151	New	+$12.7K	﹤0.01%	455

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Great Lakes Retirement's EHC Position: Q3 2024 in Review

Great Lakes Retirement sold out of Encompass Health (EHC) in Q3 2024, closing a stake of 151 shares — an estimated $13K sold.

Great Lakes Retirement first reported a position in EHC in Q2 2024 and held it in 1 quarter. The position peaked at $13K in Q2 2024. 482 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

Great Lakes Retirement reported no remaining Encompass Health position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 151 Encompass Health shares in Q3 2024, an estimated $13K.
Great Lakes Retirement first reported a position in Encompass Health in Q2 2024 and held it in 1 quarter.
Great Lakes Retirement's Encompass Health position peaked at $13K in Q2 2024.
482 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.