Mendota Financial Group’s Encompass Health EHC Stock Holding History

Mendota Financial 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
2024 Q4	–	Sell	-1	Closed	-$97	–	628
2024 Q3	$97	Buy	+1	New	+$90	﹤0.01%	937

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

Mendota Financial Group's EHC Position: Q4 2024 in Review

Mendota Financial Group sold out of Encompass Health (EHC) in Q4 2024, closing a stake of 1 share — an estimated $97 sold.

Mendota Financial Group first reported a position in EHC in Q3 2024 and held it in 1 quarter. The position peaked at $97 in Q3 2024. 544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

Mendota Financial Group reported no remaining Encompass Health position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 1 Encompass Health share in Q4 2024, an estimated $97.
Mendota Financial Group first reported a position in Encompass Health in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Encompass Health position peaked at $97 in Q3 2024.
544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.