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Advisor Group’s Encompass Health EHC Stock Holding History

Advisor Group’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
2019
Q4 		$487K Buy
8,830
+789
+10% +$42.8K ﹤0.01% 1688
2019
Q3 		$406K Buy
8,041
+1,045
+15% +$52.5K ﹤0.01% 1763
2019
Q2 		$353K Sell
6,996
-384
-5% -$18.6K ﹤0.01% 1863
2019
Q1 		$344K Sell
7,380
-2,583
-26% -$131K ﹤0.01% 1862
2018
Q4 		$489K Buy
9,963
+4,022
+68% +$229K ﹤0.01% 1416
2018
Q3 		$368K Buy
5,941
+1,313
+28% +$79.8K ﹤0.01% 1698
2018
Q2 		$249K Sell
4,628
-306
-6% -$15.3K ﹤0.01% 1812
2018
Q1 		$224K Buy
4,934
+242
+5% +$10.4K ﹤0.01% 1886
2017
Q4 		$184K Buy
4,692
+178
+4% +$6.77K ﹤0.01% 2062
2017
Q3 		$166K Buy
4,514
+627
+16% +$22.3K ﹤0.01% 1991
2017
Q2 		$150K Buy
3,887
+982
+34% +$36K ﹤0.01% 1988
2017
Q1 		$99K Buy
2,905
+578
+25% +$19K ﹤0.01% 2154
2016
Q4 		$76K Sell
2,327
-128
-5% -$4.15K ﹤0.01% 2259
2016
Q3 		$80K Buy
2,455
+478
+24% +$15.5K ﹤0.01% 2157
2016
Q2 		$60K Buy
+1,977
New +$61.8K ﹤0.01% 2279

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group's EHC Position: Q4 2019 in Review

Advisor Group increased its Encompass Health (EHC) stake by 9.8% in Q4 2019, buying an estimated $42.8K and bringing the position to 8,830 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Advisor Group first reported a position in EHC in Q2 2016 and has held it in 15 quarters since. The position peaked at $489K in Q4 2018. 397 funds tracked by Wall St. Rank hold EHC as of Q4 2019.

  • Advisor Group held 8,830 shares of Encompass Health worth $487K as of Q4 2019.
  • Advisor Group bought 789 Encompass Health shares in Q4 2019, an estimated $42.8K.
  • Encompass Health made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1688 holding.
  • Advisor Group first reported a position in Encompass Health in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Encompass Health position peaked at $489K in Q4 2018.
  • 397 funds tracked by Wall St. Rank held Encompass Health as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.