HNWAG
EHC icon

High Net Worth Advisory Group’s Encompass Health EHC Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-500
Closed -$29.9K – 291
2022
Q4 		$29.9K Hold
500
– – 0.01% 391
2022
Q3 		$23K Sell
500
-129
-21% -$6.45K 0.01% 431
2022
Q2 		$28K Hold
629
– – 0.01% 403
2022
Q1 		$36K Hold
629
– – 0.01% 380
2021
Q4 		$33K Buy
+629
New +$32.4K 0.01% 391

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

High Net Worth Advisory Group's EHC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Encompass Health (EHC) in Q1 2023, closing a stake of 500 shares — an estimated $29.9K sold.

High Net Worth Advisory Group first reported a position in EHC in Q4 2021 and held it in 5 quarters. The position peaked at $36K in Q1 2022. 390 funds tracked by Wall St. Rank hold EHC as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Encompass Health position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 500 Encompass Health shares in Q1 2023, an estimated $29.9K.
  • High Net Worth Advisory Group first reported a position in Encompass Health in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Encompass Health position peaked at $36K in Q1 2022.
  • 390 funds tracked by Wall St. Rank held Encompass Health as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.