MCWS
EHC icon

McKinley Carter Wealth Services’s Encompass Health EHC Stock Holding History

McKinley Carter Wealth 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
2018
Q2 		– Sell
-469
Closed -$21K – 230
2018
Q1 		$21K Buy
+469
New +$20.1K 0.01% 321

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

McKinley Carter Wealth Services's EHC Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Encompass Health (EHC) in Q2 2018, closing a stake of 469 shares — an estimated $21K sold.

McKinley Carter Wealth Services first reported a position in EHC in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 387 funds tracked by Wall St. Rank hold EHC as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Encompass Health position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 469 Encompass Health shares in Q2 2018, an estimated $21K.
  • McKinley Carter Wealth Services first reported a position in Encompass Health in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Encompass Health position peaked at $21K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held Encompass Health as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.