Bank Julius Baer & Co
EHC icon

Bank Julius Baer & Co’s Encompass Health EHC Stock Holding History

Bank Julius Baer & Co’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
Q4 		– Sell
-548,238
Closed -$32.7M – 848
2021
Q3 		$32.7M Buy
548,238
+49,868
+10% +$3.14M 0.2% 85
2021
Q2 		$30.9M Buy
498,370
+29,124
+6% +$1.94M 0.2% 93
2021
Q1 		$30.6M Buy
469,246
+55,237
+13% +$3.6M 0.23% 89
2020
Q4 		$27.2M Buy
414,009
+24,746
+6% +$1.46M 0.22% 84
2020
Q3 		$20.1M Buy
389,263
+38,760
+11% +$1.99M 0.2% 92
2020
Q2 		$17.3M Buy
350,503
+192,086
+121% +$10.4M 0.2% 91
2020
Q1 		$8.07M Buy
+158,417
New +$9.13M 0.19% 90

Other funds holding EHC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank Julius Baer & Co's EHC Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 548,238 shares — an estimated $32.7M sold.

Bank Julius Baer & Co first reported a position in EHC in Q1 2020 and held it in 7 quarters. The position peaked at $32.7M in Q3 2021. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 548,238 Encompass Health shares in Q4 2021, an estimated $32.7M.
  • Bank Julius Baer & Co first reported a position in Encompass Health in Q1 2020 and held it in 7 quarters.
  • Bank Julius Baer & Co's Encompass Health position peaked at $32.7M in Q3 2021.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.