OIS
EHC icon

Okabena Investment Services’s Encompass Health EHC Stock Holding History

Okabena Investment 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
2023
Q1 		– Sell
-153
Closed -$9.15K – 210
2022
Q4 		$9.15K Sell
153
-1,493
-91% -$81.2K 0.01% 146
2022
Q3 		$74K Sell
1,646
-423
-20% -$21.2K 0.04% 130
2022
Q2 		$92K Buy
2,069
+192
+10% +$9.85K 0.05% 111
2022
Q1 		$107K Hold
1,877
– – 0.05% 111
2021
Q4 		$97K Buy
+1,877
New +$96.8K 0.04% 125

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
Wellington Management Group
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Okabena Investment Services's EHC Position: Q1 2023 in Review

Okabena Investment Services sold out of Encompass Health (EHC) in Q1 2023, closing a stake of 153 shares — an estimated $9.15K sold.

Okabena Investment Services first reported a position in EHC in Q4 2021 and held it in 5 quarters. The position peaked at $107K in Q1 2022. 390 funds tracked by Wall St. Rank hold EHC as of Q1 2023.

  • Okabena Investment Services reported no remaining Encompass Health position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 153 Encompass Health shares in Q1 2023, an estimated $9.15K.
  • Okabena Investment Services first reported a position in Encompass Health in Q4 2021 and held it in 5 quarters.
  • Okabena Investment Services's Encompass Health position peaked at $107K in Q1 2022.
  • 390 funds tracked by Wall St. Rank held Encompass Health as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.