IFAM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return