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Allen Capital Group’s Encompass Health EHC Stock Holding History

Allen Capital 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
2020
Q1 		– Sell
-3,828
Closed -$211K – 127
2019
Q4 		$211K Buy
+3,828
New +$208K 0.06% 129
2019
Q1 		– Sell
-4,285
Closed -$227K – 121
2018
Q4 		$227K Hold
4,285
– – 0.08% 107
2018
Q3 		$266K Hold
4,285
– – 0.09% 107
2018
Q2 		$231K Buy
+4,285
New +$214K 0.09% 109

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allen Capital Group's EHC Position: Q1 2020 in Review

Allen Capital Group sold out of Encompass Health (EHC) in Q1 2020, closing a stake of 3,828 shares — an estimated $211K sold.

Allen Capital Group first reported a position in EHC in Q2 2018 and held it in 4 quarters. The position peaked at $266K in Q3 2018. 374 funds tracked by Wall St. Rank hold EHC as of Q1 2020.

  • Allen Capital Group reported no remaining Encompass Health position as of Q1 2020 after selling out during the quarter.
  • Allen Capital Group sold 3,828 Encompass Health shares in Q1 2020, an estimated $211K.
  • Allen Capital Group first reported a position in Encompass Health in Q2 2018 and held it in 4 quarters.
  • Allen Capital Group's Encompass Health position peaked at $266K in Q3 2018.
  • 374 funds tracked by Wall St. Rank held Encompass Health as of Q1 2020.

Based on Allen Capital Group's 13F filing for Q1 2020, filed 15 Apr 2020.