Worth Asset Management’s Encompass Health EHC Stock Holding History

Worth Asset Management’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
2023 Q3	–	Sell	-554	Closed	-$37.5K	–	183
2023 Q2	$37.5K	Buy	554 +1	+0.2%	+$63	0.03%	203
2023 Q1	$29.9K	Hold	553	–	–	0.02%	223
2022 Q4	$33K	Buy	553 +1	+0.2%	+$54	0.02%	218
2022 Q3	$25K	Sell	552 -141	-20%	-$7.05K	0.02%	203
2022 Q2	$31K	Hold	693	–	–	0.02%	252
2022 Q1	$35K	Buy	+693	New	+$36.2K	0.02%	247

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Worth Asset Management's EHC Position: Q3 2023 in Review

Worth Asset Management sold out of Encompass Health (EHC) in Q3 2023, closing a stake of 554 shares — an estimated $37.5K sold.

Worth Asset Management first reported a position in EHC in Q1 2022 and held it in 6 quarters. The position peaked at $37.5K in Q2 2023. 412 funds tracked by Wall St. Rank hold EHC as of Q3 2023.

Worth Asset Management reported no remaining Encompass Health position as of Q3 2023 after selling out during the quarter.
Worth Asset Management sold 554 Encompass Health shares in Q3 2023, an estimated $37.5K.
Worth Asset Management first reported a position in Encompass Health in Q1 2022 and held it in 6 quarters.
Worth Asset Management's Encompass Health position peaked at $37.5K in Q2 2023.
412 funds tracked by Wall St. Rank held Encompass Health as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.