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Oliver Lagore Vanvalin Investment Group’s Encompass Health EHC Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q4 		– Sell
-29
Closed -$1.95K – 796
2023
Q3 		$1.95K Buy
+29
New +$2K ﹤0.01% 698

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EHC Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Encompass Health (EHC) in Q4 2023, closing a stake of 29 shares — an estimated $1.95K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in EHC in Q3 2023 and held it in 1 quarter. The position peaked at $1.95K in Q3 2023. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Encompass Health position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 29 Encompass Health shares in Q4 2023, an estimated $1.95K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Encompass Health in Q3 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Encompass Health position peaked at $1.95K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.