TC
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Trilogy Capital’s Encompass Health EHC Stock Holding History

Trilogy Capital’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
2024
Q1 		– Sell
-3,520
Closed -$235K – 305
2023
Q4 		$235K Sell
3,520
-706
-17% -$45.7K 0.01% 241
2023
Q3 		$284K Sell
4,226
-851
-17% -$58.5K 0.02% 201
2023
Q2 		$338K Sell
5,077
-431
-8% -$27K 0.02% 210
2023
Q1 		$298K Buy
5,508
+453
+9% +$26.4K 0.02% 216
2022
Q4 		$302K Buy
+5,055
New +$275K 0.02% 201
2019
Q1 		– Sell
-6,563
Closed -$322K – 132
2018
Q4 		$322K Sell
6,563
-1,726
-21% -$98.2K 0.04% 103
2018
Q3 		$514K Sell
8,289
-1,766
-18% -$107K 0.06% 92
2018
Q2 		$542K Sell
10,055
-1,523
-13% -$76.1K 0.07% 76
2018
Q1 		$527K Buy
+11,578
New +$496K 0.08% 74

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return