MFW
EHC icon

Mosaic Family Wealth’s Encompass Health EHC Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-87
Closed -$3K – 929
2017
Q2 		$3K Hold
87
– – ﹤0.01% 635
2017
Q1 		$3K Hold
87
– – ﹤0.01% 644
2016
Q4 		$3K Hold
87
– – ﹤0.01% 621
2016
Q3 		$3K Hold
87
– – ﹤0.01% 633
2016
Q2 		$3K Hold
87
– – ﹤0.01% 658
2016
Q1 		$2K Hold
87
– – ﹤0.01% 698
2015
Q4 		$2K Buy
+87
New +$2.48K ﹤0.01% 681

Other funds holding EHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return