Lenox Wealth Advisors’s Encompass Health EHC Stock Holding History

Lenox Wealth Advisors’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 Q1	$1K	Hold	19	–	–	﹤0.01%	701
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	828
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	664
2021 Q2	$1K	Sell	19 -59	-76%	-$3.93K	﹤0.01%	664
2021 Q1	$5K	Buy	78 +59	+311%	+$3.85K	﹤0.01%	498
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	593
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	545
2020 Q2	$1K	Sell	19 -68	-78%	-$3.67K	﹤0.01%	550
2020 Q1	$4K	Hold	87	–	–	﹤0.01%	448
2019 Q4	$5K	Hold	87	–	–	﹤0.01%	477
2019 Q3	$4K	Buy	87 +68	+358%	+$3.42K	﹤0.01%	416
2019 Q2	$1K	Buy	+19	New	+$922	﹤0.01%	380

Other funds holding EHC

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

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

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

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Lenox Wealth Advisors's EHC Position: Q1 2022 in Review

Lenox Wealth Advisors held its Encompass Health (EHC) position steady in Q1 2022 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Lenox Wealth Advisors first reported a position in EHC in Q2 2019 and has held it in 12 quarters since. The position peaked at $5K in Q1 2021. 407 funds tracked by Wall St. Rank hold EHC as of Q1 2022.

Lenox Wealth Advisors held 19 shares of Encompass Health worth $1K as of Q1 2022.
Lenox Wealth Advisors left its Encompass Health share count unchanged in Q1 2022.
Encompass Health made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #701 holding.
Lenox Wealth Advisors first reported a position in Encompass Health in Q2 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's Encompass Health position peaked at $5K in Q1 2021.
407 funds tracked by Wall St. Rank held Encompass Health as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.