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Harvest Group Wealth Management’s Encompass Health EHC Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-4
Closed – – 221
2020
Q4 		$0 Hold
4
– – ﹤0.01% 697
2020
Q3 		$0 Hold
4
– – ﹤0.01% 643
2020
Q2 		$0 Hold
4
– – ﹤0.01% 571
2020
Q1 		$0 Sell
4
-93
-96% -$5.36K ﹤0.01% 627
2019
Q4 		$5K Hold
97
– – ﹤0.01% 364
2019
Q3 		$5K Hold
97
– – 0.01% 404
2019
Q2 		$4K Hold
97
– – 0.01% 385
2019
Q1 		$4K Buy
+97
New +$4.91K ﹤0.01% 421

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Harvest Group Wealth Management's EHC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Encompass Health (EHC) in Q1 2021, closing a stake of 4 shares.

Harvest Group Wealth Management first reported a position in EHC in Q1 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 404 funds tracked by Wall St. Rank hold EHC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Encompass Health position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4 Encompass Health shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Encompass Health in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Encompass Health position peaked at $5K in Q4 2019.
  • 404 funds tracked by Wall St. Rank held Encompass Health as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.