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IHT Wealth Management’s Encompass Health EHC Stock Holding History

IHT 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
2024
Q4 		– Sell
-2,422
Closed -$233K – 1111
2024
Q3 		$233K Buy
+2,422
New +$218K 0.01% 1027

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IHT Wealth Management's EHC Position: Q4 2024 in Review

IHT Wealth Management sold out of Encompass Health (EHC) in Q4 2024, closing a stake of 2,422 shares — an estimated $233K sold.

IHT Wealth Management first reported a position in EHC in Q3 2024 and held it in 1 quarter. The position peaked at $233K in Q3 2024. 544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

  • IHT Wealth Management reported no remaining Encompass Health position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 2,422 Encompass Health shares in Q4 2024, an estimated $233K.
  • IHT Wealth Management first reported a position in Encompass Health in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's Encompass Health position peaked at $233K in Q3 2024.
  • 544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.