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Schubert & Co’s Encompass Health EHC Stock Holding History

Schubert & Co’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
Q2 		– Sell
-50
Closed -$2.71K – 489
2023
Q1 		$2.71K Sell
50
-6
-11% -$349 ﹤0.01% 758
2022
Q4 		$3.35K Buy
56
+1
+2% +$54 ﹤0.01% 598
2022
Q3 		$2K Buy
55
+1
+2% +$50 ﹤0.01% 772
2022
Q2 		$2K Buy
54
+34
+170% +$1.74K ﹤0.01% 748
2022
Q1 		$1K Buy
20
+6
+43% +$313 ﹤0.01% 660
2021
Q4 		$1K Buy
+14
New +$722 ﹤0.01% 611

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 $3.37T AUM 44.26% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Schubert & Co's EHC Position: Q2 2023 in Review

Schubert & Co sold out of Encompass Health (EHC) in Q2 2023, closing a stake of 50 shares — an estimated $2.71K sold.

Schubert & Co first reported a position in EHC in Q4 2021 and held it in 6 quarters. The position peaked at $3.35K in Q4 2022. 385 funds tracked by Wall St. Rank hold EHC as of Q2 2023.

  • Schubert & Co reported no remaining Encompass Health position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 50 Encompass Health shares in Q2 2023, an estimated $2.71K.
  • Schubert & Co first reported a position in Encompass Health in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Encompass Health position peaked at $3.35K in Q4 2022.
  • 385 funds tracked by Wall St. Rank held Encompass Health as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.