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Raymond James Financial Services Advisors’s Encompass Health EHC Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$6.35M Buy
65,711
+4,752
+8% +$427K 0.01% 1108
2024
Q2 		$5.23M Sell
60,959
-2,418
-4% -$203K 0.01% 1137
2024
Q1 		$5.23M Sell
63,377
-17,753
-22% -$1.3M 0.01% 1111
2023
Q4 		$5.41M Sell
81,130
-50,022
-38% -$3.24M 0.01% 1044
2023
Q3 		$8.81M Sell
131,152
-14,190
-10% -$976K 0.02% 749
2023
Q2 		$9.84M Sell
145,342
-8,046
-5% -$504K 0.02% 712
2023
Q1 		$8.3M Buy
153,388
+29,911
+24% +$1.74M 0.02% 773
2022
Q4 		$7.39M Sell
123,477
-2,539
-2% -$138K 0.01% 788
2022
Q3 		$5.7M Sell
126,016
-61,148
-33% -$3.06M 0.01% 858
2022
Q2 		$8.35M Sell
187,164
-14,123
-7% -$725K 0.02% 705
2022
Q1 		$11.4M Buy
201,287
+29,361
+17% +$1.53M 0.02% 637
2021
Q4 		$8.93M Buy
171,926
+123,339
+254% +$6.36M 0.02% 738
2021
Q3 		$2.9M Buy
48,587
+5,549
+13% +$349K 0.01% 1266
2021
Q2 		$2.67M Buy
43,038
+2,774
+7% +$185K 0.01% 1319
2021
Q1 		$2.62M Sell
40,264
-1,587
-4% -$104K 0.01% 1244
2020
Q4 		$2.75M Sell
41,851
-1,754
-4% -$103K 0.01% 1121
2020
Q3 		$2.25M Buy
43,605
+28,873
+196% +$1.48M 0.01% 1107
2020
Q2 		$726K Buy
14,732
+3,828
+35% +$207K ﹤0.01% 1690
2020
Q1 		$556K Sell
10,904
-11,423
-51% -$659K ﹤0.01% 1485
2019
Q4 		$1.23M Buy
22,327
+2,309
+12% +$125K ﹤0.01% 1435
2019
Q3 		$1.01M Sell
20,018
-1,738
-8% -$87.3K ﹤0.01% 1473
2019
Q2 		$1.1M Buy
21,756
+565
+3% +$27.4K ﹤0.01% 1450
2019
Q1 		$985K Buy
21,191
+311
+1% +$15.8K ﹤0.01% 1461
2018
Q4 		$1.02M Sell
20,880
-156
-0.7% -$8.87K 0.01% 1250
2018
Q3 		$1.3M Buy
21,036
+12,677
+152% +$771K 0.01% 1311
2018
Q2 		$450K Sell
8,359
-6,629
-44% -$331K ﹤0.01% 1947
2018
Q1 		$682K Buy
+14,988
New +$643K ﹤0.01% 1540
2017
Q4 		– Sell
-9,972
Closed -$368K – 2570
2017
Q3 		$368K Buy
9,972
+306
+3% +$10.9K ﹤0.01% 1910
2017
Q2 		$372K Buy
9,666
+1,157
+14% +$42.4K ﹤0.01% 1860
2017
Q1 		$290K Buy
+8,509
New +$279K ﹤0.01% 1914
2013
Q3 		– Sell
-18,976
Closed -$435K – 603
2013
Q2 		$435K Buy
+18,976
New +$429K 0.01% 910

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial Services Advisors's EHC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Encompass Health (EHC) stake by 7.8% in Q3 2024, buying an estimated $427K and bringing the position to 65,711 shares worth $6.35M. The position accounts for 0.01% of the portfolio, ranked #1108.

Raymond James Financial Services Advisors first reported a position in EHC in Q2 2013 and has held it in 31 quarters since. The position peaked at $11.4M in Q1 2022. 483 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

  • Raymond James Financial Services Advisors held 65,711 shares of Encompass Health worth $6.35M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 4,752 Encompass Health shares in Q3 2024, an estimated $427K.
  • Encompass Health made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1108 holding.
  • Raymond James Financial Services Advisors first reported a position in Encompass Health in Q2 2013 and has held it in 31 quarters since.
  • Raymond James Financial Services Advisors's Encompass Health position peaked at $11.4M in Q1 2022.
  • 483 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.