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Kapitalo Investimentos’s Encompass Health EHC Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-1,993
Closed -$133K – 350
2023
Q4 		$133K Sell
1,993
-5,952
-75% -$386K 0.03% 350
2023
Q3 		$534K Buy
+7,945
New +$546K 0.07% 97
2023
Q2 		– Sell
-2,825
Closed -$153K – 543
2023
Q1 		$153K Buy
+2,825
New +$164K 0.05% 216

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kapitalo Investimentos's EHC Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 1,993 shares — an estimated $133K sold.

Kapitalo Investimentos first reported a position in EHC in Q1 2023 and held it in 3 quarters. The position peaked at $534K in Q3 2023. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,993 Encompass Health shares in Q1 2024, an estimated $133K.
  • Kapitalo Investimentos first reported a position in Encompass Health in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Encompass Health position peaked at $534K in Q3 2023.
  • 437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.