Wealth Management Partners’s Encompass Health EHC Stock Holding History

Wealth Management Partners’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 Q2	–	Sell	-2,466	Closed	-$204K	–	113
2024 Q1	$204K	Sell	2,466 -1,563	-39%	-$114K	0.1%	115
2023 Q4	$269K	Sell	4,029 -150	-4%	-$9.72K	0.15%	98
2023 Q3	$281K	Sell	4,179 -790	-16%	-$54.3K	0.18%	89
2023 Q2	$336K	Sell	4,969 -1,769	-26%	-$111K	0.21%	84
2023 Q1	$364K	Buy	6,738 +1,738	+35%	+$101K	0.25%	77
2022 Q4	$282K	Hold	5,000	–	–	0.24%	79
2022 Q3	$255K	Sell	5,000 -1,285	-20%	-$64.3K	0.22%	78
2022 Q2	$284K	Hold	6,285	–	–	0.25%	77
2022 Q1	$378K	Buy	+6,285	New	+$328K	0.27%	69

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Wealth Management Partners's EHC Position: Q2 2024 in Review

Wealth Management Partners sold out of Encompass Health (EHC) in Q2 2024, closing a stake of 2,466 shares — an estimated $204K sold.

Wealth Management Partners first reported a position in EHC in Q1 2022 and held it in 9 quarters. The position peaked at $378K in Q1 2022. 477 funds tracked by Wall St. Rank hold EHC as of Q2 2024.

Wealth Management Partners reported no remaining Encompass Health position as of Q2 2024 after selling out during the quarter.
Wealth Management Partners sold 2,466 Encompass Health shares in Q2 2024, an estimated $204K.
Wealth Management Partners first reported a position in Encompass Health in Q1 2022 and held it in 9 quarters.
Wealth Management Partners's Encompass Health position peaked at $378K in Q1 2022.
477 funds tracked by Wall St. Rank held Encompass Health as of Q2 2024.

Based on Wealth Management Partners's 13F filing for Q2 2024, filed 12 Jul 2024.