AIA
EHC icon

Affinity Investment Advisors’s Encompass Health EHC Stock Holding History

Affinity Investment Advisors’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
2018
Q3 		– Sell
-11,328
Closed -$610K – 155
2018
Q2 		$610K Hold
11,328
– – 0.09% 108
2018
Q1 		$515K Buy
11,328
+2,234
+25% +$95.8K 0.06% 106
2017
Q4 		$357K Buy
9,094
+104
+1% +$3.96K 0.04% 119
2017
Q3 		$331K Buy
8,990
+1,039
+13% +$37K 0.04% 115
2017
Q2 		$306K Sell
7,951
-3,708
-32% -$136K 0.04% 119
2017
Q1 		$397K Buy
11,659
+4,285
+58% +$141K 0.04% 128
2016
Q4 		$242K Hold
7,374
– – 0.02% 143
2016
Q3 		$238K Buy
+7,374
New +$239K 0.02% 144

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return