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Sutton Wealth Advisors’s Encompass Health EHC Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-7
Closed -$419 – 1028
2022
Q4 		$419 Buy
7
+5
+250% +$272 ﹤0.01% 1521
2022
Q3 		$90 Sell
2
-14
-88% -$700 ﹤0.01% 1619
2022
Q2 		$729 Hold
16
– – ﹤0.01% 1367
2022
Q1 		$924 Hold
16
– – ﹤0.01% 1362
2021
Q4 		$848 Buy
+16
New +$825 ﹤0.01% 1368
2018
Q3 		– Sell
-264
Closed -$14.2K – 1140
2018
Q2 		$14.2K Buy
+264
New +$13.2K 0.01% 728

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sutton Wealth Advisors's EHC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Encompass Health (EHC) in Q1 2023, closing a stake of 7 shares — an estimated $419 sold.

Sutton Wealth Advisors first reported a position in EHC in Q2 2018 and held it in 6 quarters. The position peaked at $14.2K in Q2 2018. 390 funds tracked by Wall St. Rank hold EHC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Encompass Health position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 7 Encompass Health shares in Q1 2023, an estimated $419.
  • Sutton Wealth Advisors first reported a position in Encompass Health in Q2 2018 and held it in 6 quarters.
  • Sutton Wealth Advisors's Encompass Health position peaked at $14.2K in Q2 2018.
  • 390 funds tracked by Wall St. Rank held Encompass Health as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.