Janiczek Wealth Management’s Encompass Health EHC Stock Holding History

Janiczek 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 Q2	$22.5K	Buy	262 +101	+63%	+$8.48K	﹤0.01%	540
2024 Q1	$13.3K	Buy	161 +145	+906%	+$10.6K	﹤0.01%	634
2023 Q4	$1.07K	Hold	16	–	–	﹤0.01%	929
2023 Q3	$1.07K	Hold	16	–	–	﹤0.01%	908
2023 Q2	$1.08K	Buy	16 +3	+23%	+$188	﹤0.01%	836
2023 Q1	$805	Hold	13	–	–	﹤0.01%	872
2022 Q4	$786	Hold	13	–	–	﹤0.01%	878
2022 Q3	$1K	Sell	13 -3	-19%	-$150	﹤0.01%	828
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	855
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	854
2021 Q4	$1K	Buy	+16	New	+$825	﹤0.01%	907
2021 Q3	–	Sell	-16	Closed	-$1K	–	978
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	834
2021 Q1	$1K	Buy	+16	New	+$1.04K	﹤0.01%	796

Other funds holding EHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janiczek Wealth Management's EHC Position: Q2 2024 in Review

Janiczek Wealth Management increased its Encompass Health (EHC) stake by 63% in Q2 2024, buying an estimated $8.48K and bringing the position to 262 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Janiczek Wealth Management first reported a position in EHC in Q1 2021 and has held it in 13 quarters since. 478 funds tracked by Wall St. Rank hold EHC as of Q2 2024.

Janiczek Wealth Management held 262 shares of Encompass Health worth $22.5K as of Q2 2024.
Janiczek Wealth Management bought 101 Encompass Health shares in Q2 2024, an estimated $8.48K.
Encompass Health made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #540 holding.
Janiczek Wealth Management first reported a position in Encompass Health in Q1 2021 and has held it in 13 quarters since.
478 funds tracked by Wall St. Rank held Encompass Health as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.