Optimum Investment Advisors’s Encompass Health EHC Stock Holding History

Optimum Investment Advisors’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
2022 Q3	–	Sell	-126	Closed	-$6K	–	833
2022 Q2	$6K	Hold	126	–	–	﹤0.01%	649
2022 Q1	$7K	Hold	126	–	–	﹤0.01%	684
2021 Q4	$7K	Buy	+126	New	+$6.5K	﹤0.01%	706
2021 Q3	–	Sell	-2,351	Closed	-$146K	–	853
2021 Q2	$146K	Hold	2,351	–	–	0.05%	322
2021 Q1	$153K	Hold	2,351	–	–	0.04%	309
2020 Q4	$155K	Hold	2,351	–	–	0.05%	288
2020 Q3	$122K	Hold	2,351	–	–	0.04%	302
2020 Q2	$116K	Hold	2,351	–	–	0.04%	300
2020 Q1	$120K	Hold	2,351	–	–	0.05%	280
2019 Q4	$130K	Hold	2,351	–	–	0.04%	349
2019 Q3	$118K	Buy	+2,351	New	+$118K	0.04%	346
2014 Q4	–	Sell	-89	Closed	-$3K	–	990
2014 Q3	$3K	Hold	89	–	–	﹤0.01%	867
2014 Q2	$3K	Hold	89	–	–	﹤0.01%	873
2014 Q1	$3K	Hold	89	–	–	﹤0.01%	696
2013 Q4	$2K	Hold	89	–	–	﹤0.01%	722
2013 Q3	$2K	Buy	+89	New	+$2.29K	﹤0.01%	684

Other funds holding EHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Optimum Investment Advisors's EHC Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Encompass Health (EHC) in Q3 2022, closing a stake of 126 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in EHC in Q3 2013 and held it in 16 quarters. The position peaked at $155K in Q4 2020. 346 funds tracked by Wall St. Rank hold EHC as of Q3 2022.

Optimum Investment Advisors reported no remaining Encompass Health position as of Q3 2022 after selling out during the quarter.
Optimum Investment Advisors sold 126 Encompass Health shares in Q3 2022, an estimated $6K.
Optimum Investment Advisors first reported a position in Encompass Health in Q3 2013 and held it in 16 quarters.
Optimum Investment Advisors's Encompass Health position peaked at $155K in Q4 2020.
346 funds tracked by Wall St. Rank held Encompass Health as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.