Lido Advisors’s Encompass Health EHC Stock Holding History

Lido 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
2024 Q4	–	Sell	-5,337	Closed	-$516K	–	1524
2024 Q3	$516K	Buy	+5,337	New	+$480K	﹤0.01%	950

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Lido Advisors's EHC Position: Q4 2024 in Review

Lido Advisors sold out of Encompass Health (EHC) in Q4 2024, closing a stake of 5,337 shares — an estimated $516K sold.

Lido Advisors first reported a position in EHC in Q3 2024 and held it in 1 quarter. The position peaked at $516K in Q3 2024. 544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

Lido Advisors reported no remaining Encompass Health position as of Q4 2024 after selling out during the quarter.
Lido Advisors sold 5,337 Encompass Health shares in Q4 2024, an estimated $516K.
Lido Advisors first reported a position in Encompass Health in Q3 2024 and held it in 1 quarter.
Lido Advisors's Encompass Health position peaked at $516K in Q3 2024.
544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.