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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 – 451
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 0.13% 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
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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avestar Capital's EHC Position: Q2 2021 in Review

Avestar Capital sold out of Encompass Health (EHC) in Q2 2021, closing a stake of 4,520 shares — an estimated $309K sold.

Avestar Capital first reported a position in EHC in Q4 2017 and held it in 13 quarters. The position peaked at $317K in Q3 2018. 414 funds tracked by Wall St. Rank hold EHC as of Q2 2021.

  • Avestar Capital reported no remaining Encompass Health position as of Q2 2021 after selling out during the quarter.
  • Avestar Capital sold 4,520 Encompass Health shares in Q2 2021, an estimated $309K.
  • Avestar Capital first reported a position in Encompass Health in Q4 2017 and held it in 13 quarters.
  • Avestar Capital's Encompass Health position peaked at $317K in Q3 2018.
  • 414 funds tracked by Wall St. Rank held Encompass Health as of Q2 2021.

Based on Avestar Capital's 13F filing for Q2 2021, filed 3 Aug 2021.