Institutional & Family Asset Management’s Encompass Health EHC Stock Holding History

Institutional & Family Asset 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 Q2	$1.11K	Hold	13	–	–	﹤0.01%	625
2024 Q1	$1.07K	Buy	+13	New	+$952	﹤0.01%	630
2019 Q3	–	Sell	-20	Closed	-$1K	–	846
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	793
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	783
2018 Q4	$1K	Sell	20 -16	-44%	-$910	﹤0.01%	757
2018 Q3	$2K	Hold	36	–	–	﹤0.01%	728
2018 Q2	$2K	Hold	36	–	–	﹤0.01%	712
2018 Q1	$2K	Buy	+36	New	+$1.54K	﹤0.01%	705

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Institutional & Family Asset Management's EHC Position: Q2 2024 in Review

Institutional & Family Asset Management held its Encompass Health (EHC) position steady in Q2 2024 at 13 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Institutional & Family Asset Management first reported a position in EHC in Q1 2018 and has held it in 8 quarters since. The position peaked at $2K in Q3 2018. 477 funds tracked by Wall St. Rank hold EHC as of Q2 2024.

Institutional & Family Asset Management held 13 shares of Encompass Health worth $1.11K as of Q2 2024.
Institutional & Family Asset Management left its Encompass Health share count unchanged in Q2 2024.
Encompass Health made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #625 holding.
Institutional & Family Asset Management first reported a position in Encompass Health in Q1 2018 and has held it in 8 quarters since.
Institutional & Family Asset Management's Encompass Health position peaked at $2K in Q3 2018.
477 funds tracked by Wall St. Rank held Encompass Health as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.