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GYL Financial Synergies’s Encompass Health EHC Stock Holding History

GYL Financial Synergies’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 		$330K Sell
3,415
-348
-9% -$31.3K 0.02% 286
2024
Q2 		$323K Sell
3,763
-52
-1% -$4.36K 0.02% 287
2024
Q1 		$315K Buy
3,815
+67
+2% +$4.91K 0.02% 293
2023
Q4 		$250K Buy
3,748
+158
+4% +$10.2K 0.02% 313
2023
Q3 		$241K Hold
3,590
– – 0.02% 299
2023
Q2 		$243K Buy
+3,590
New +$225K 0.02% 303

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GYL Financial Synergies's EHC Position: Q3 2024 in Review

GYL Financial Synergies reduced its Encompass Health (EHC) stake by 9.2% in Q3 2024, selling an estimated $31.3K and leaving 3,415 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #286.

GYL Financial Synergies first reported a position in EHC in Q2 2023 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

  • GYL Financial Synergies held 3,415 shares of Encompass Health worth $330K as of Q3 2024.
  • GYL Financial Synergies sold 348 Encompass Health shares in Q3 2024, an estimated $31.3K.
  • Encompass Health made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #286 holding.
  • GYL Financial Synergies first reported a position in Encompass Health in Q2 2023 and has held it in 6 quarters since.
  • 482 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.