Innealta Capital’s Encompass Health EHC Stock Holding History

Innealta Capital’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	–	Sell	-246	Closed	-$21.1K	–	622
2024 Q2	$21.1K	Buy	+246	New	+$20.6K	0.01%	636

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Innealta Capital's EHC Position: Q3 2024 in Review

Innealta Capital sold out of Encompass Health (EHC) in Q3 2024, closing a stake of 246 shares — an estimated $21.1K sold.

Innealta Capital first reported a position in EHC in Q2 2024 and held it in 1 quarter. The position peaked at $21.1K in Q2 2024. 482 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

Innealta Capital reported no remaining Encompass Health position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 246 Encompass Health shares in Q3 2024, an estimated $21.1K.
Innealta Capital first reported a position in Encompass Health in Q2 2024 and held it in 1 quarter.
Innealta Capital's Encompass Health position peaked at $21.1K in Q2 2024.
482 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.