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Aperio Group’s Encompass Health EHC Stock Holding History

Aperio 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
Q4 		$3.89M Sell
59,191
-10,481
-15% -$617K 0.01% 940
2020
Q3 		$3.6M Buy
69,672
+2,927
+4% +$150K 0.01% 859
2020
Q2 		$3.29M Buy
66,745
+1,807
+3% +$97.5K 0.01% 894
2020
Q1 		$3.31M Buy
64,938
+6,201
+11% +$358K 0.01% 809
2019
Q4 		$3.24M Buy
58,737
+2,598
+5% +$141K 0.01% 884
2019
Q3 		$2.83M Buy
56,139
+3,388
+6% +$170K 0.01% 915
2019
Q2 		$2.66M Sell
52,751
-15,274
-22% -$741K 0.01% 935
2019
Q1 		$3.16M Sell
68,025
-14,495
-18% -$734K 0.01% 859
2018
Q4 		$4.05M Buy
82,520
+477
+0.6% +$27.1K 0.02% 718
2018
Q3 		$5.09M Buy
82,043
+17,618
+27% +$1.07M 0.02% 680
2018
Q2 		$3.47M Buy
64,425
+23,082
+56% +$1.15M 0.02% 794
2018
Q1 		$1.88M Buy
41,343
+6,353
+18% +$272K 0.01% 1038
2017
Q4 		$1.38M Buy
34,990
+5,575
+19% +$212K 0.01% 1146
2017
Q3 		$1.08M Buy
29,415
+2,811
+11% +$100K 0.01% 1215
2017
Q2 		$1.02M Buy
26,604
+1,880
+8% +$68.8K 0.01% 1229
2017
Q1 		$842K Buy
24,724
+4,989
+25% +$164K 0.01% 1242
2016
Q4 		$647K Buy
19,735
+3,941
+25% +$128K ﹤0.01% 1361
2016
Q3 		$510K Sell
15,794
-815
-5% -$26.4K ﹤0.01% 1445
2016
Q2 		$513K Buy
16,609
+1,319
+9% +$41.3K ﹤0.01% 1367
2016
Q1 		$458K Sell
15,290
-772
-5% -$21.3K ﹤0.01% 1412
2015
Q4 		$445K Buy
16,062
+699
+5% +$19.9K ﹤0.01% 1398
2015
Q3 		$469K Sell
15,363
-117
-0.8% -$4.07K ﹤0.01% 1330
2015
Q2 		$567K Buy
15,480
+1,330
+9% +$47.4K 0.01% 1253
2015
Q1 		$499K Buy
14,150
+1,801
+15% +$61.6K 0.01% 1279
2014
Q4 		$378K Sell
12,349
-176
-1% -$5.49K ﹤0.01% 1372
2014
Q3 		$368K Buy
12,525
+149
+1% +$4.54K 0.01% 1281
2014
Q2 		$353K Buy
12,376
+341
+3% +$9.51K 0.01% 1303
2014
Q1 		$344K Buy
+12,035
New +$313K ﹤0.01% 1526
2013
Q4 		– Sell
-12,136
Closed -$338K – 1501
2013
Q3 		$333K Buy
12,136
+476
+4% +$12.2K 0.01% 1358
2013
Q2 		$267K Buy
+11,660
New +$263K 0.01% 1341

Other funds holding EHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aperio Group's EHC Position: Q4 2020 in Review

Aperio Group reduced its Encompass Health (EHC) stake by 15% in Q4 2020, selling an estimated $617K and leaving 59,191 shares worth $3.89M. The position accounts for 0.01% of the portfolio, ranked #940.

Aperio Group first reported a position in EHC in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.09M in Q3 2018. 404 funds tracked by Wall St. Rank hold EHC as of Q4 2020.

  • Aperio Group held 59,191 shares of Encompass Health worth $3.89M as of Q4 2020.
  • Aperio Group sold 10,481 Encompass Health shares in Q4 2020, an estimated $617K.
  • Encompass Health made up 0.01% of Aperio Group's portfolio in Q4 2020, its #940 holding.
  • Aperio Group first reported a position in Encompass Health in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Encompass Health position peaked at $5.09M in Q3 2018.
  • 404 funds tracked by Wall St. Rank held Encompass Health as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.