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OWA
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
+4,244
+971%
+$215K
0.18%
134
2018
Q4
$214K
Buy
+437
New
+$24.9K
0.1%
165
Other funds holding EHC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
JP
Jana Partners
New York
$1.34B AUM
4.95%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
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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