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Omnia Family Wealth’s Encompass Health EHC Stock Holding History

Omnia 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
2019
Q2 		– Sell
-36
Closed -$2K – 222
2019
Q1 		$2K Hold
36
– – ﹤0.01% 451
2018
Q4 		$2K Hold
36
– – ﹤0.01% 400
2018
Q3 		$2K Hold
36
– – ﹤0.01% 436
2018
Q2 		$2K Hold
36
– – ﹤0.01% 417
2018
Q1 		$2K Hold
36
– – ﹤0.01% 427
2017
Q4 		$1K Hold
36
– – ﹤0.01% 553
2017
Q3 		$1K Sell
36
-78
-68% -$2.78K ﹤0.01% 559
2017
Q2 		$4K Hold
114
– – ﹤0.01% 448
2017
Q1 		$4K Hold
114
– – ﹤0.01% 433
2016
Q4 		$4K Buy
+114
New +$3.7K ﹤0.01% 426

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Omnia Family Wealth's EHC Position: Q2 2019 in Review

Omnia Family Wealth sold out of Encompass Health (EHC) in Q2 2019, closing a stake of 36 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in EHC in Q4 2016 and held it in 10 quarters. The position peaked at $4K in Q2 2017. 395 funds tracked by Wall St. Rank hold EHC as of Q2 2019.

  • Omnia Family Wealth reported no remaining Encompass Health position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 36 Encompass Health shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Encompass Health in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Encompass Health position peaked at $4K in Q2 2017.
  • 395 funds tracked by Wall St. Rank held Encompass Health as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.