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Phoenix Financial’s Encompass Health EHC Stock Holding History

Phoenix Financial’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
2024
Q2 		– Sell
-9,426
Closed -$776K – 380
2024
Q1 		$776K Buy
+9,426
New +$690K 0.01% 237

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Phoenix Financial's EHC Position: Q2 2024 in Review

Phoenix Financial sold out of Encompass Health (EHC) in Q2 2024, closing a stake of 9,426 shares — an estimated $776K sold.

Phoenix Financial first reported a position in EHC in Q1 2024 and held it in 1 quarter. The position peaked at $776K in Q1 2024. 477 funds tracked by Wall St. Rank hold EHC as of Q2 2024.

  • Phoenix Financial reported no remaining Encompass Health position as of Q2 2024 after selling out during the quarter.
  • Phoenix Financial sold 9,426 Encompass Health shares in Q2 2024, an estimated $776K.
  • Phoenix Financial first reported a position in Encompass Health in Q1 2024 and held it in 1 quarter.
  • Phoenix Financial's Encompass Health position peaked at $776K in Q1 2024.
  • 477 funds tracked by Wall St. Rank held Encompass Health as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.