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Patriot Financial Group Insurance Agency’s Encompass Health EHC Stock Holding History

Patriot Financial Group Insurance Agency’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
-390
Closed -$17K – 841
2022
Q2 		$17K Buy
390
+2
+0.5% +$103 ﹤0.01% 1056
2022
Q1 		$22K Buy
388
+1
+0.3% +$52 ﹤0.01% 1051
2021
Q4 		$20K Buy
387
+1
+0.3% +$52 ﹤0.01% 1218
2021
Q3 		$23K Buy
386
+1
+0.3% +$63 ﹤0.01% 1153
2021
Q2 		$24K Sell
385
-125
-25% -$8.33K ﹤0.01% 1104
2021
Q1 		$33K Buy
510
+1
+0.2% +$65 0.01% 907
2020
Q4 		$33K Hold
509
– – 0.01% 820
2020
Q3 		$26K Sell
509
-127
-20% -$6.52K 0.01% 715
2020
Q2 		$31K Buy
636
+1
+0.2% +$54 0.01% 624
2020
Q1 		$32K Hold
635
– – 0.01% 545
2019
Q4 		$35K Sell
635
-2
-0.3% -$109 0.01% 547
2019
Q3 		$32K Sell
637
-3
-0.5% -$151 0.01% 524
2019
Q2 		$32K Buy
640
+625
+4,167% +$30.3K 0.01% 528
2019
Q1 		$1K Hold
15
– – ﹤0.01% 1101
2018
Q4 		$1K Buy
+15
New +$853 ﹤0.01% 890

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EHC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Encompass Health (EHC) in Q3 2022, closing a stake of 390 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in EHC in Q4 2018 and held it in 15 quarters. The position peaked at $35K in Q4 2019. 347 funds tracked by Wall St. Rank hold EHC as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Encompass Health position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 390 Encompass Health shares in Q3 2022, an estimated $17K.
  • Patriot Financial Group Insurance Agency first reported a position in Encompass Health in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's Encompass Health position peaked at $35K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held Encompass Health as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.