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LGT Financial Advisors’s Encompass Health EHC Stock Holding History

LGT Financial 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
2023
Q4 		– Sell
-37
Closed -$2.48K – 883
2023
Q3 		$2.48K Buy
+37
New +$2.54K ﹤0.01% 777

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LGT Financial Advisors's EHC Position: Q4 2023 in Review

LGT Financial Advisors sold out of Encompass Health (EHC) in Q4 2023, closing a stake of 37 shares — an estimated $2.48K sold.

LGT Financial Advisors first reported a position in EHC in Q3 2023 and held it in 1 quarter. The position peaked at $2.48K in Q3 2023. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

  • LGT Financial Advisors reported no remaining Encompass Health position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 37 Encompass Health shares in Q4 2023, an estimated $2.48K.
  • LGT Financial Advisors first reported a position in Encompass Health in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Encompass Health position peaked at $2.48K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.