Kelly Financial Services’s Encompass Health EHC Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-68	Closed	-$5.83K	–	284
2024 Q2	$5.83K	Hold	68	–	–	﹤0.01%	479
2024 Q1	$5.62K	Hold	68	–	–	﹤0.01%	489
2023 Q4	$4.54K	Hold	68	–	–	﹤0.01%	479
2023 Q3	$4.57K	Hold	68	–	–	﹤0.01%	460
2023 Q2	$4.6K	Hold	68	–	–	﹤0.01%	455
2023 Q1	$3.68K	Hold	68	–	–	﹤0.01%	466
2022 Q4	$4.07K	Hold	68	–	–	﹤0.01%	429
2022 Q3	$3.08K	Sell	68 -17	-20%	-$850	﹤0.01%	457
2022 Q2	$3.81K	Hold	85	–	–	﹤0.01%	436
2022 Q1	$4.83K	Hold	85	–	–	﹤0.01%	438
2021 Q4	$4.44K	Hold	85	–	–	﹤0.01%	460
2021 Q3	$5.1K	Hold	85	–	–	﹤0.01%	415
2021 Q2	$5.31K	Hold	85	–	–	﹤0.01%	413
2021 Q1	$5.57K	Hold	85	–	–	﹤0.01%	385
2020 Q4	$5.62K	Hold	85	–	–	﹤0.01%	354
2020 Q3	$4.42K	Hold	85	–	–	﹤0.01%	349
2020 Q2	$4.21K	Hold	85	–	–	﹤0.01%	360
2020 Q1	$4.35K	Hold	85	–	–	0.01%	314
2019 Q4	$4.71K	Hold	85	–	–	﹤0.01%	311
2019 Q3	$4.3K	Hold	85	–	–	﹤0.01%	307
2019 Q2	$4.31K	Hold	85	–	–	﹤0.01%	299
2019 Q1	$3.97K	Buy	+85	New	+$4.31K	﹤0.01%	315

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

Kelly Financial Services's EHC Position: Q3 2024 in Review

Kelly Financial Services sold out of Encompass Health (EHC) in Q3 2024, closing a stake of 68 shares — an estimated $5.83K sold.

Kelly Financial Services first reported a position in EHC in Q1 2019 and held it in 22 quarters. The position peaked at $5.83K in Q2 2024. 482 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

Kelly Financial Services reported no remaining Encompass Health position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 68 Encompass Health shares in Q3 2024, an estimated $5.83K.
Kelly Financial Services first reported a position in Encompass Health in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Encompass Health position peaked at $5.83K in Q2 2024.
482 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.