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VitalStone Financial’s Encompass Health EHC Stock Holding History

VitalStone Financial’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
Q3 		$3.29K Sell
34
-94
-73% -$8.45K ﹤0.01% 336
2024
Q2 		$11K Buy
+128
New +$10.7K 0.01% 261

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VitalStone Financial's EHC Position: Q3 2024 in Review

VitalStone Financial reduced its Encompass Health (EHC) stake by 73% in Q3 2024, selling an estimated $8.45K and leaving 34 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

VitalStone Financial first reported a position in EHC in Q2 2024 and has held it in 2 quarters since. The position peaked at $11K in Q2 2024. 483 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

  • VitalStone Financial held 34 shares of Encompass Health worth $3.29K as of Q3 2024.
  • VitalStone Financial sold 94 Encompass Health shares in Q3 2024, an estimated $8.45K.
  • Encompass Health made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #336 holding.
  • VitalStone Financial first reported a position in Encompass Health in Q2 2024 and has held it in 2 quarters since.
  • VitalStone Financial's Encompass Health position peaked at $11K in Q2 2024.
  • 483 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.