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OneAscent Wealth Management’s Encompass Health EHC Stock Holding History

OneAscent Wealth Management’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
Q1 		– Sell
-3,013
Closed -$201K – 177
2023
Q4 		$201K Sell
3,013
-294
-9% -$19K 0.08% 168
2023
Q3 		$222K Buy
+3,307
New +$227K 0.1% 147

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OneAscent Wealth Management's EHC Position: Q1 2024 in Review

OneAscent Wealth Management sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 3,013 shares — an estimated $201K sold.

OneAscent Wealth Management first reported a position in EHC in Q3 2023 and held it in 2 quarters. The position peaked at $222K in Q3 2023. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

  • OneAscent Wealth Management reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 3,013 Encompass Health shares in Q1 2024, an estimated $201K.
  • OneAscent Wealth Management first reported a position in Encompass Health in Q3 2023 and held it in 2 quarters.
  • OneAscent Wealth Management's Encompass Health position peaked at $222K in Q3 2023.
  • 437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on OneAscent Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.