Wagner Wealth Management (South Carolina)’s Encompass Health EHC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-20	Closed	-$1K	–	375
2022 Q3	$1K	Sell	20 -5	-20%	-$250	﹤0.01%	635
2022 Q2	$1K	Buy	+25	New	+$1.28K	﹤0.01%	653
2022 Q1	–	Sell	-25	Closed	-$1K	–	341
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	657
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	623
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	628
2021 Q1	$2K	Buy	+25	New	+$1.63K	﹤0.01%	598
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	551
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	567
2018 Q1	$1K	Buy	+25	New	+$1.07K	﹤0.01%	527

Other funds holding EHC

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s EHC Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Encompass Health (EHC) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in EHC in Q1 2018 and held it in 9 quarters. The position peaked at $2K in Q2 2021. 374 funds tracked by Wall St. Rank hold EHC as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Encompass Health position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 20 Encompass Health shares in Q4 2022, an estimated $1K.
Wagner Wealth Management (South Carolina) first reported a position in Encompass Health in Q1 2018 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s Encompass Health position peaked at $2K in Q2 2021.
374 funds tracked by Wall St. Rank held Encompass Health as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.