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Ruedi Wealth Management’s Encompass Health EHC Stock Holding History

Ruedi Wealth Management’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
2023
Q3 		– Sell
-202
Closed -$13.7K – 229
2023
Q2 		$13.7K Hold
202
– – 0.01% 124
2023
Q1 		$10.9K Hold
202
– – 0.01% 150
2022
Q4 		$12.1K Buy
+202
New +$11K 0.01% 133

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ruedi Wealth Management's EHC Position: Q3 2023 in Review

Ruedi Wealth Management sold out of Encompass Health (EHC) in Q3 2023, closing a stake of 202 shares — an estimated $13.7K sold.

Ruedi Wealth Management first reported a position in EHC in Q4 2022 and held it in 3 quarters. The position peaked at $13.7K in Q2 2023. 412 funds tracked by Wall St. Rank hold EHC as of Q3 2023.

  • Ruedi Wealth Management reported no remaining Encompass Health position as of Q3 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 202 Encompass Health shares in Q3 2023, an estimated $13.7K.
  • Ruedi Wealth Management first reported a position in Encompass Health in Q4 2022 and held it in 3 quarters.
  • Ruedi Wealth Management's Encompass Health position peaked at $13.7K in Q2 2023.
  • 412 funds tracked by Wall St. Rank held Encompass Health as of Q3 2023.

Based on Ruedi Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.