SVB Wealth’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-830
| Closed | -$84.1K | – | 842 |
|
|
2025
Q1 | $84.1K | Buy |
+830
| New | +$81K | ﹤0.01% | 442 |
|
|
2022
Q1 | – | Sell |
-4,192
| Closed | -$217K | – | 804 |
|
|
2021
Q4 | $217K | Sell |
4,192
-1,030
| -20% | -$53.1K | ﹤0.01% | 678 |
|
|
2021
Q3 | $312K | Sell |
5,222
-380
| -7% | -$23.9K | ﹤0.01% | 773 |
|
|
2021
Q2 | $348K | Sell |
5,602
-11
| -0.2% | -$733 | ﹤0.01% | 691 |
|
|
2021
Q1 | $366K | Sell |
5,613
-193
| -3% | -$12.6K | 0.01% | 612 |
|
|
2020
Q4 | $382K | Sell |
5,806
-798
| -12% | -$46.9K | 0.01% | 548 |
|
|
2020
Q3 | $341K | Sell |
6,604
-1,814
| -22% | -$93.1K | 0.01% | 494 |
|
|
2020
Q2 | $415K | Sell |
8,418
-3,161
| -27% | -$171K | 0.01% | 396 |
|
|
2020
Q1 | $590K | Sell |
11,579
-6,648
| -36% | -$383K | 0.01% | 293 |
|
|
2019
Q4 | $1M | Sell |
18,227
-2,739
| -13% | -$149K | 0.02% | 299 |
|
|
2019
Q3 | $1.05M | Sell |
20,966
-1,140
| -5% | -$57.3K | 0.02% | 267 |
|
|
2019
Q2 | $1.11M | Sell |
22,106
-1,634
| -7% | -$79.3K | 0.04% | 268 |
|
|
2019
Q1 | $1.1M | Sell |
23,740
-314
| -1% | -$15.9K | 0.04% | 215 |
|
|
2018
Q4 | $1.18M | Sell |
24,054
-2,529
| -10% | -$144K | 0.05% | 202 |
|
|
2018
Q3 | $1.65M | Sell |
26,583
-451
| -2% | -$27.4K | 0.06% | 194 |
|
|
2018
Q2 | $1.46M | Sell |
27,034
-633
| -2% | -$31.6K | 0.06% | 207 |
|
|
2018
Q1 | $1.26M | Buy |
27,667
+3,436
| +14% | +$147K | 0.05% | 226 |
|
|
2017
Q4 | $952K | Buy |
24,231
+553
| +2% | +$21K | 0.04% | 268 |
|
|
2017
Q3 | $873K | Buy |
23,678
+1,031
| +5% | +$36.7K | 0.03% | 277 |
|
|
2017
Q2 | $872K | Buy |
22,647
+2,147
| +10% | +$78.6K | 0.03% | 275 |
|
|
2017
Q1 | $698K | Buy |
20,500
+1,591
| +8% | +$52.2K | 0.03% | 302 |
|
|
2016
Q4 | $620K | Buy |
18,909
+3,469
| +22% | +$113K | 0.03% | 314 |
|
|
2016
Q3 | $498K | Buy |
+15,440
| New | +$500K | 0.02% | 341 |
|
|
2015
Q2 | – | Sell |
-5,895
| Closed | -$208K | – | 567 |
|
|
2015
Q1 | $208K | Buy |
+5,895
| New | +$202K | 0.01% | 526 |
|
Other funds holding EHC
