AIM
EHC icon

Assured Investment Management’s Encompass Health EHC Stock Holding History

Assured 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
2019
Q2 		– Sell
-93,272
Closed -$4.33M – 274
2019
Q1 		$4.33M Buy
93,272
+43,348
+87% +$2.2M 0.05% 175
2018
Q4 		$2.45M Buy
49,924
+21,420
+75% +$1.22M 0.07% 306
2018
Q3 		$1.77M Buy
28,504
+3,212
+13% +$195K 0.03% 443
2018
Q2 		$1.36M Sell
25,292
-3,599
-12% -$180K 0.03% 481
2018
Q1 		$1.31M Sell
28,891
-33,900
-54% -$1.45M 0.03% 458
2017
Q4 		$2.47M Buy
62,791
+36,994
+143% +$1.41M 0.05% 337
2017
Q3 		$951K Buy
+25,797
New +$919K 0.02% 438
2017
Q2 		– Sell
-3,900
Closed -$133K – 623
2017
Q1 		$133K Buy
+3,900
New +$128K ﹤0.01% 541
2016
Q1 		– Sell
-6,763
Closed -$187K – 638
2015
Q4 		$187K Buy
+6,763
New +$192K ﹤0.01% 481
2015
Q3 		– Sell
-4,293
Closed -$157K – 633
2015
Q2 		$157K Buy
+4,293
New +$153K ﹤0.01% 525

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Assured Investment Management's EHC Position: Q2 2019 in Review

Assured Investment Management sold out of Encompass Health (EHC) in Q2 2019, closing a stake of 93,272 shares — an estimated $4.33M sold.

Assured Investment Management first reported a position in EHC in Q2 2015 and held it in 10 quarters. The position peaked at $4.33M in Q1 2019. 395 funds tracked by Wall St. Rank hold EHC as of Q2 2019.

  • Assured Investment Management reported no remaining Encompass Health position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 93,272 Encompass Health shares in Q2 2019, an estimated $4.33M.
  • Assured Investment Management first reported a position in Encompass Health in Q2 2015 and held it in 10 quarters.
  • Assured Investment Management's Encompass Health position peaked at $4.33M in Q1 2019.
  • 395 funds tracked by Wall St. Rank held Encompass Health as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.