Surevest’s Encompass Health EHC Stock Holding History

Surevest’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
2022 Q3	$2K	Sell	51 -13	-20%	-$650	﹤0.01%	389
2022 Q2	$3K	Hold	64	–	–	﹤0.01%	375
2022 Q1	$4K	Hold	64	–	–	﹤0.01%	333
2021 Q4	$3K	Buy	+64	New	+$3.3K	﹤0.01%	360

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's EHC Position: Q3 2022 in Review

Surevest reduced its Encompass Health (EHC) stake by 20% in Q3 2022, selling an estimated $650 and leaving 51 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Surevest first reported a position in EHC in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q1 2022. 347 funds tracked by Wall St. Rank hold EHC as of Q3 2022.

Surevest held 51 shares of Encompass Health worth $2K as of Q3 2022.
Surevest sold 13 Encompass Health shares in Q3 2022, an estimated $650.
Encompass Health made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #389 holding.
Surevest first reported a position in Encompass Health in Q4 2021 and has held it in 4 quarters since.
Surevest's Encompass Health position peaked at $4K in Q1 2022.
347 funds tracked by Wall St. Rank held Encompass Health as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.