Avestar Capital’s Encompass Health EHC Stock Holding History

Avestar Capital’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
2021 Q2	–	Sell	-4,520	Closed	-$309K	–	452
2021 Q1	$309K	Sell	4,520 -262	-5%	-$17.1K	0.07%	243
2020 Q4	$316K	Sell	4,782 -20	-0.4%	-$1.18K	0.09%	198
2020 Q3	$250K	Buy	4,802 +517	+12%	+$26.5K	0.08%	181
2020 Q2	$212K	Buy	+4,285	New	+$231K	0.09%	165
2020 Q1	–	Sell	-4,335	Closed	-$238K	–	167
2019 Q4	$238K	Sell	4,335 -222	-5%	-$12K	0.14%	141
2019 Q3	$229K	Buy	4,557 +673	+17%	+$33.8K	0.14%	134
2019 Q2	$177K	Buy	3,884 +6	+0.2%	+$291	0.11%	124
2019 Q1	$163K	Sell	3,878 -337	-8%	-$17.1K	0.11%	133
2018 Q4	$191K	Sell	4,215 -1,223	-22%	-$69.6K	0.13%	101
2018 Q3	$317K	Buy	5,438 +826	+18%	+$50.2K	0.18%	72
2018 Q2	$231K	Sell	4,612 -734	-14%	-$36.7K	0.15%	95
2018 Q1	$230K	Buy	5,346 +798	+18%	+$34.2K	0.15%	81
2017 Q4	$167K	Buy	+4,548	New	+$173K	0.12%	98

Other funds holding EHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return