TWA
EHC icon

TCI Wealth Advisors’s Encompass Health EHC Stock Holding History

TCI 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
Q2 		– Sell
-44
Closed -$2.38K – 808
2023
Q1 		$2.38K Buy
44
+38
+633% +$2.21K ﹤0.01% 1921
2022
Q4 		$359 Hold
6
– – ﹤0.01% 2261
2022
Q3 		$0 Sell
6
-9
-60% -$450 ﹤0.01% 2325
2022
Q2 		$1K Hold
15
– – ﹤0.01% 2123
2022
Q1 		$1K Buy
+15
New +$783 ﹤0.01% 2092
2021
Q4 		– Sell
-6
Closed – – 2344
2021
Q3 		$0 Hold
6
– – ﹤0.01% 2425
2021
Q2 		$0 Hold
6
– – ﹤0.01% 2351
2021
Q1 		$0 Buy
6
+2
+50% +$130 ﹤0.01% 2180
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1574
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1562
2020
Q2 		$0 Buy
+4
New +$216 ﹤0.01% 1508
2020
Q1 		– Sell
-52
Closed -$3K – 1544
2019
Q4 		$3K Buy
+52
New +$2.82K ﹤0.01% 1009

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return