Aviva
EHC icon

Aviva’s Encompass Health EHC Stock Holding History

Aviva’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
2023
Q3 		– Sell
-6,320
Closed -$428K – 983
2023
Q2 		$428K Buy
+6,320
New +$396K ﹤0.01% 897
2018
Q4 		– Sell
-53,699
Closed -$3.33M – 753
2018
Q3 		$3.33M Hold
53,699
– – 0.02% 621
2018
Q2 		$2.89M Hold
53,699
– – 0.02% 636
2018
Q1 		$2.44M Sell
53,699
-1,194
-2% -$51.2K 0.01% 654
2017
Q4 		$2.16M Hold
54,893
– – 0.01% 665
2017
Q3 		$2.02M Hold
54,893
– – 0.01% 678
2017
Q2 		$2.13M Buy
54,893
+22,123
+68% +$810K 0.01% 693
2017
Q1 		$1.12M Hold
32,770
– – 0.01% 722
2016
Q4 		$1.07M Hold
32,770
– – 0.01% 712
2016
Q3 		$1.06M Buy
+32,770
New +$1.06M 0.01% 733

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aviva's EHC Position: Q3 2023 in Review

Aviva sold out of Encompass Health (EHC) in Q3 2023, closing a stake of 6,320 shares — an estimated $428K sold.

Aviva first reported a position in EHC in Q3 2016 and held it in 10 quarters. The position peaked at $3.33M in Q3 2018. 412 funds tracked by Wall St. Rank hold EHC as of Q3 2023.

  • Aviva reported no remaining Encompass Health position as of Q3 2023 after selling out during the quarter.
  • Aviva sold 6,320 Encompass Health shares in Q3 2023, an estimated $428K.
  • Aviva first reported a position in Encompass Health in Q3 2016 and held it in 10 quarters.
  • Aviva's Encompass Health position peaked at $3.33M in Q3 2018.
  • 412 funds tracked by Wall St. Rank held Encompass Health as of Q3 2023.

Based on Aviva's 13F filing for Q3 2023, filed 13 Nov 2023.