Psagot Value Holdings’s Encompass Health EHC Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-10,300	Closed	-$693K	–	251
2023 Q4	$693K	Hold	10,300	–	–	0.3%	68
2023 Q3	$696K	Hold	10,300	–	–	0.35%	59
2023 Q2	$690K	Hold	10,300	–	–	0.35%	59
2023 Q1	$543K	Hold	10,300	–	–	0.23%	92
2022 Q4	$616K	Hold	10,300	–	–	0.18%	108
2022 Q3	$466K	Sell	10,300 -3,778	-27%	-$189K	0.13%	120
2022 Q2	$628K	Buy	14,078 +2,765	+24%	+$142K	0.15%	105
2022 Q1	$640K	Hold	11,313	–	–	0.14%	110
2021 Q4	$587K	Hold	11,313	–	–	0.11%	136
2021 Q3	$675K	Hold	11,313	–	–	0.12%	146
2021 Q2	$702K	Hold	11,313	–	–	0.03%	182
2021 Q1	$737K	Buy	+11,313	New	+$738K	0.02%	200
2020 Q4	–	Sell	-11,313	Closed	-$585K	–	375
2020 Q3	$585K	Sell	11,313 -2,514	-18%	-$129K	0.01%	198
2020 Q2	$681K	Hold	13,827	–	–	0.02%	171
2020 Q1	$704K	Hold	13,827	–	–	0.03%	156
2019 Q4	$762K	Hold	13,827	–	–	0.03%	191
2019 Q3	$696K	Hold	13,827	–	–	0.03%	173
2019 Q2	$697K	Buy	+13,827	New	+$671K	0.03%	190
2014 Q1	–	Sell	-16,592	Closed	-$440K	–	464
2013 Q4	$440K	Sell	16,592 -1,006	-6%	-$28K	0.02%	210
2013 Q3	$483K	Buy	17,598 +2,765	+19%	+$71K	0.02%	215
2013 Q2	$340K	Buy	+14,833	New	+$335K	0.01%	204

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Psagot Value Holdings's EHC Position: Q1 2024 in Review

Psagot Value Holdings sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 10,300 shares — an estimated $693K sold.

Psagot Value Holdings first reported a position in EHC in Q2 2013 and held it in 21 quarters. The position peaked at $762K in Q4 2019. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

Psagot Value Holdings reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 10,300 Encompass Health shares in Q1 2024, an estimated $693K.
Psagot Value Holdings first reported a position in Encompass Health in Q2 2013 and held it in 21 quarters.
Psagot Value Holdings's Encompass Health position peaked at $762K in Q4 2019.
437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.