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Tiedemann Advisors’s Encompass Health EHC Stock Holding History

Tiedemann 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
Q3 		$300K Buy
+4,463
New +$307K 0.01% 219
2022
Q2 		– Sell
-3,771
Closed -$214K – 257
2022
Q1 		$214K Buy
+3,771
New +$197K 0.01% 264
2021
Q4 		– Sell
-3,771
Closed -$226K – 284
2021
Q3 		$226K Hold
3,771
– – 0.01% 272
2021
Q2 		$235K Hold
3,771
– – 0.01% 329
2021
Q1 		$247K Sell
3,771
-23
-0.6% -$1.5K 0.01% 289
2020
Q4 		$250K Buy
+3,794
New +$223K 0.01% 279

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Tiedemann Advisors's EHC Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in Encompass Health (EHC) in Q3 2023: 4,463 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in EHC as recently as Q1 2022.

Tiedemann Advisors first reported a position in EHC in Q4 2020 and has held it in 6 quarters since. 413 funds tracked by Wall St. Rank hold EHC as of Q3 2023.

  • Tiedemann Advisors held 4,463 shares of Encompass Health worth $300K as of Q3 2023.
  • Encompass Health was a new Tiedemann Advisors position in Q3 2023.
  • Encompass Health made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #219 holding.
  • Tiedemann Advisors first reported a position in Encompass Health in Q4 2020 and has held it in 6 quarters since.
  • 413 funds tracked by Wall St. Rank held Encompass Health as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.