ZIM
EHC icon

Zacks Investment Management’s Encompass Health EHC Stock Holding History

Zacks Investment 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
2024
Q3 		– Sell
-68,953
Closed -$5.92M – 704
2024
Q2 		$5.92M Buy
68,953
+2,768
+4% +$232K 0.07% 177
2024
Q1 		$5.47M Buy
66,185
+13,428
+25% +$983K 0.06% 195
2023
Q4 		$3.52M Sell
52,757
-9,359
-15% -$606K 0.04% 220
2023
Q3 		$4.17M Buy
+62,116
New +$4.27M 0.05% 199
2016
Q1 		– Sell
-29,494
Closed -$817K – 627
2015
Q4 		$817K Sell
29,494
-4,544
-13% -$129K 0.03% 334
2015
Q3 		$1.04M Buy
34,038
+4,514
+15% +$157K 0.04% 287
2015
Q2 		$1.08M Sell
29,524
-4,538
-13% -$162K 0.03% 272
2015
Q1 		$1.2M Buy
34,062
+10,063
+42% +$344K 0.04% 254
2014
Q4 		$734K Buy
23,999
+566
+2% +$17.6K 0.02% 323
2014
Q3 		$688K Buy
23,433
+2,824
+14% +$86.1K 0.02% 331
2014
Q2 		$588K Buy
20,609
+1,690
+9% +$47.1K 0.02% 387
2014
Q1 		$541K Sell
18,919
-40,388
-68% -$1.05M 0.02% 372
2013
Q4 		$1.57M Buy
59,307
+3,516
+6% +$97.8K 0.06% 189
2013
Q3 		$1.53M Buy
55,791
+2,306
+4% +$59.2K 0.07% 188
2013
Q2 		$1.23M Buy
+53,485
New +$1.21M 0.06% 199

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zacks Investment Management's EHC Position: Q3 2024 in Review

Zacks Investment Management sold out of Encompass Health (EHC) in Q3 2024, closing a stake of 68,953 shares — an estimated $5.92M sold.

Zacks Investment Management first reported a position in EHC in Q2 2013 and held it in 15 quarters. The position peaked at $5.92M in Q2 2024. 482 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

  • Zacks Investment Management reported no remaining Encompass Health position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 68,953 Encompass Health shares in Q3 2024, an estimated $5.92M.
  • Zacks Investment Management first reported a position in Encompass Health in Q2 2013 and held it in 15 quarters.
  • Zacks Investment Management's Encompass Health position peaked at $5.92M in Q2 2024.
  • 482 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.