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Outlook Wealth Advisors’s Encompass Health EHC Stock Holding History

Outlook Wealth 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
2021
Q4 		– Sell
-10,686
Closed -$638K – 211
2021
Q3 		$638K Buy
10,686
+228
+2% +$14.3K 0.21% 117
2021
Q2 		$649K Buy
10,458
+783
+8% +$52.2K 0.21% 121
2021
Q1 		$630K Sell
9,675
-1,340
-12% -$87.4K 0.22% 115
2020
Q4 		$725K Buy
11,015
+310
+3% +$18.2K 0.26% 89
2020
Q3 		$553K Buy
10,705
+2,718
+34% +$139K 0.22% 101
2020
Q2 		$394K Buy
7,987
+596
+8% +$32.2K 0.17% 124
2020
Q1 		$377K Buy
7,391
+261
+4% +$15K 0.21% 98
2019
Q4 		$393K Buy
7,130
+937
+15% +$50.8K 0.22% 97
2019
Q3 		$312K Buy
6,193
+212
+4% +$10.7K 0.19% 130
2019
Q2 		$301K Buy
5,981
+1,300
+28% +$63.1K 0.2% 127
2019
Q1 		$217K Buy
4,681
+307
+7% +$15.6K 0.18% 134
2018
Q4 		$214K Buy
+4,374
New +$249K 0.1% 165

Other funds holding EHC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Outlook Wealth Advisors's EHC Position: Q4 2021 in Review

Outlook Wealth Advisors sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 10,686 shares — an estimated $638K sold.

Outlook Wealth Advisors first reported a position in EHC in Q4 2018 and held it in 12 quarters. The position peaked at $725K in Q4 2020. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • Outlook Wealth Advisors reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • Outlook Wealth Advisors sold 10,686 Encompass Health shares in Q4 2021, an estimated $638K.
  • Outlook Wealth Advisors first reported a position in Encompass Health in Q4 2018 and held it in 12 quarters.
  • Outlook Wealth Advisors's Encompass Health position peaked at $725K in Q4 2020.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Outlook Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.