HWA
EHAB

Heritage Wealth Advisors’s Enhabit EHAB Stock Holding History

Heritage Wealth Advisors’s Portfolio EHAB Stock Details EHAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-959
Closed -$11K – 541
2023
Q2 		$11K Hold
959
– – ﹤0.01% 431
2023
Q1 		$13.3K Hold
959
– – ﹤0.01% 426
2022
Q4 		$12.6K Hold
959
– – ﹤0.01% 439
2022
Q3 		$13.5K Buy
+959
New +$15.5K ﹤0.01% 404

Other funds holding EHAB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
ACM
AREX Capital Management New York $60.5M AUM 45.91% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Heritage Wealth Advisors's EHAB Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Enhabit (EHAB) in Q3 2023, closing a stake of 959 shares — an estimated $11K sold.

Heritage Wealth Advisors first reported a position in EHAB in Q3 2022 and held it in 4 quarters. The position peaked at $13.5K in Q3 2022. 178 funds tracked by Wall St. Rank hold EHAB as of Q3 2023.

  • Heritage Wealth Advisors reported no remaining Enhabit position as of Q3 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 959 Enhabit shares in Q3 2023, an estimated $11K.
  • Heritage Wealth Advisors first reported a position in Enhabit in Q3 2022 and held it in 4 quarters.
  • Heritage Wealth Advisors's Enhabit position peaked at $13.5K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held Enhabit as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.