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OIA
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
–
837
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
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BG
Baupost Group
Boston, Massachusetts
$5.12B AUM
15.99%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP
Jana Partners
New York
$1.34B AUM
4.95%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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