Valley National Advisers’s Encompass Health EHC Stock Holding History

Valley National Advisers’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	-23	Closed	-$1K	–	1230
2023 Q4	$1K	Buy	23 +10	+77%	+$648	﹤0.01%	1058
2023 Q3	$1K	Hold	13	–	–	﹤0.01%	918
2023 Q2	$1K	Hold	13	–	–	﹤0.01%	872
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	806
2022 Q4	$0	Hold	13	–	–	﹤0.01%	882
2022 Q3	$1K	Sell	13 -3	-19%	-$150	﹤0.01%	830
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	811
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	837
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	839
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	810
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	824
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	787
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	736
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	696
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	708
2020 Q1	$1K	Buy	+16	New	+$923	﹤0.01%	691
2019 Q1	–	Sell	-41	Closed	-$2K	–	761
2018 Q4	$2K	Buy	+41	New	+$2.33K	﹤0.01%	635
2017 Q4	–	Sell	-62	Closed	-$2K	–	685
2017 Q3	$2K	Hold	62	–	–	﹤0.01%	541
2017 Q2	$2K	Hold	62	–	–	﹤0.01%	525
2017 Q1	$2K	Hold	62	–	–	﹤0.01%	526
2016 Q4	$2K	Buy	62 +2	+3%	+$65	﹤0.01%	558
2016 Q3	$2K	Hold	60	–	–	﹤0.01%	529
2016 Q2	$2K	Hold	60	–	–	﹤0.01%	524
2016 Q1	$2K	Buy	60 +1	+2%	+$28	﹤0.01%	522
2015 Q4	$2K	Hold	59	–	–	﹤0.01%	524
2015 Q3	$2K	Hold	59	–	–	﹤0.01%	518
2015 Q2	$2K	Hold	59	–	–	﹤0.01%	526
2015 Q1	$2K	Buy	59 +1	+2%	+$34	﹤0.01%	492
2014 Q4	$2K	Buy	+58	New	+$1.81K	﹤0.01%	385

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valley National Advisers's EHC Position: Q1 2024 in Review

Valley National Advisers sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 23 shares — an estimated $1K sold.

Valley National Advisers first reported a position in EHC in Q4 2014 and held it in 29 quarters. The position peaked at $2K in Q4 2018. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

Valley National Advisers reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 23 Encompass Health shares in Q1 2024, an estimated $1K.
Valley National Advisers first reported a position in Encompass Health in Q4 2014 and held it in 29 quarters.
Valley National Advisers's Encompass Health position peaked at $2K in Q4 2018.
437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.