WWMSC
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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 – 380
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

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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return