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International Assets Investment Management’s Encompass Health EHC Stock Holding History

International Assets Investment 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
-43,883
Closed -$454 – 1096
2024
Q3 		$454 Buy
+43,883
New +$3.94M ﹤0.01% 1363
2021
Q2 		– Sell
-29
Closed -$2K – 876
2021
Q1 		$2K Hold
29
– – ﹤0.01% 2006
2020
Q4 		$2K Buy
+29
New +$1.71K ﹤0.01% 1881

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

International Assets Investment Management's EHC Position: Q4 2024 in Review

International Assets Investment Management sold out of Encompass Health (EHC) in Q4 2024, closing a stake of 43,883 shares — an estimated $454 sold.

International Assets Investment Management first reported a position in EHC in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

  • International Assets Investment Management reported no remaining Encompass Health position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 43,883 Encompass Health shares in Q4 2024, an estimated $454.
  • International Assets Investment Management first reported a position in Encompass Health in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Encompass Health position peaked at $2K in Q1 2021.
  • 544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.