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King Wealth Management Group’s Encompass Health EHC Stock Holding History

King Wealth Management Group’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
2022
Q4 		– Sell
-7,000
Closed -$317K – 147
2022
Q3 		$317K Sell
7,000
-1,799
-20% -$90K 0.08% 109
2022
Q2 		$392K Buy
8,799
+2,514
+40% +$129K 0.09% 101
2022
Q1 		$356K Hold
6,285
– – 0.07% 117
2021
Q4 		$326K Hold
6,285
– – 0.06% 135
2021
Q3 		$375K Hold
6,285
– – 0.08% 117
2021
Q2 		$390K Hold
6,285
– – 0.08% 115
2021
Q1 		$410K Hold
6,285
– – 0.09% 109
2020
Q4 		$413K Hold
6,285
– – 0.1% 105
2020
Q3 		$325K Buy
+6,285
New +$323K 0.08% 115

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

King Wealth Management Group's EHC Position: Q4 2022 in Review

King Wealth Management Group sold out of Encompass Health (EHC) in Q4 2022, closing a stake of 7,000 shares — an estimated $317K sold.

King Wealth Management Group first reported a position in EHC in Q3 2020 and held it in 9 quarters. The position peaked at $413K in Q4 2020. 374 funds tracked by Wall St. Rank hold EHC as of Q4 2022.

  • King Wealth Management Group reported no remaining Encompass Health position as of Q4 2022 after selling out during the quarter.
  • King Wealth Management Group sold 7,000 Encompass Health shares in Q4 2022, an estimated $317K.
  • King Wealth Management Group first reported a position in Encompass Health in Q3 2020 and held it in 9 quarters.
  • King Wealth Management Group's Encompass Health position peaked at $413K in Q4 2020.
  • 374 funds tracked by Wall St. Rank held Encompass Health as of Q4 2022.

Based on King Wealth Management Group's 13F filing for Q4 2022, filed 9 Feb 2023.