Steward Financial Group’s Encompass Health EHC Stock Holding History

Steward Financial Group’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	$5K	Buy	+77	New	+$5.3K	﹤0.01%	601
2023 Q2	–	Sell	-60	Closed	-$3K	–	612
2023 Q1	$3K	Buy	60 +41	+216%	+$2.39K	﹤0.01%	405
2022 Q4	$1K	Buy	+19	New	+$1.03K	﹤0.01%	407
2022 Q3	–	Sell	-13	Closed	–	–	455
2022 Q2	$0	Buy	+13	New	+$667	﹤0.01%	1079

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Financial Group's EHC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Encompass Health (EHC) in Q3 2023: 77 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EHC as recently as Q1 2023.

Steward Financial Group first reported a position in EHC in Q2 2022 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold EHC as of Q3 2023.

Steward Financial Group held 77 shares of Encompass Health worth $5K as of Q3 2023.
Encompass Health was a new Steward Financial Group position in Q3 2023.
Encompass Health made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #601 holding.
Steward Financial Group first reported a position in Encompass Health in Q2 2022 and has held it in 4 quarters since.
412 funds tracked by Wall St. Rank held Encompass Health as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.